• Have a question?
    Open from 8am to 7pm Monday to Friday    Call customer services
    0345 54 32 600

Print

CG AJ Bell Moderately Cau I Acc

Price: 148.89p|Change: 0.01 (0.93%)

This fund can be held in a Dealing accountStocks and shares ISALifetime ISAJISASIPPand can be used with Regular investment

Before investing please read:

Key Information Document (KID/KIID)/Product Summary

Asset allocation %
Morningstar style box TM
Equity style
SizeLarge
Mid
Small
Value
Blend
Growth
Style

Size

Share class size (mil)456 GBP (01/04/2026)
Fund size (mil)473 GBP (01/04/2026)

Top 10 holdings

Assets in top 10 holdings %66.62
Total number of equity holdings0
Total number of bond holdings114
Holdings 31/01/2026% of assets
Vanguard FTSE UKAllShrIdxUnitTrInsPl£Acc12.58
State Street SPDR S&P 500 ETF USD Acc11.96
iShares £ Ultrashort Bond ETF GBP Dist7.80
iShares ESG Scrn Ovrs Corp BdIdxUKSAcc£H6.98
Vanguard UK Invm Grd Bd Idx Ins Pl £ Acc6.06
SSGA Stt Strt EM Hrd Ccy Govt Bd IdxIGBP5.00
Amundi MSCI Emerging Mkt Ex China ETFAcc4.12
Amundi IS Prime Japan ETF DR4.11
Vanguard FTSE Dev €pe exUKEqIdxInsPl£Acc4.07
Invesco S&P 500 Equal Weight Swap ETF3.94