• 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: 158.17p|Change: 0.00 (-0.01%)

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)493 GBP (23/09/2026)
Fund size (mil)512 GBP (23/09/2026)

Top 10 holdings

Assets in top 10 holdings %55.83
Total number of equity holdings0
Total number of bond holdings129
Holdings 31/07/2026% of assets
Vanguard FTSE UKAllShrIdxUnitTrInsPl£Acc12.64
State Street SPDR S&P 500 ETF USD Acc6.00
Invesco S&P 500 Swap Index F GBP Acc5.93
Vanguard UK Invm Grd Bd Idx Ins Pl £ Acc5.77
SSGA Stt Strt EM Hrd Ccy Govt Bd IdxIGBP5.00
X GL HY CORP BOND GBPH4.50
Vanguard FTSE Dev €pe exUKEqIdxInsPl£Acc4.05
Invesco S&P 500 Equal Weight Swap ETF4.01
iShares £ Ultrashort Bond ETF GBP Dist3.98
Amundi IS Prime Japan ETF DR3.96