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IFSL Ravenscroft Balanced B Inc

Price: 122.30p|Change: 0 (0%)

This fund can be held in a Dealing accountStocks and shares ISALifetime ISAJISASIPP

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)2 GBP (06/01/2025)
Fund size (mil)12 GBP (29/11/2024)
Morningstar style box TM
Fixed income style
Credit qualityLarge
Mid
Small
Value
Blend
Growth
Interest rate sensit

Top 10 holdings

Assets in top 10 holdings %56.09
Total number of equity holdings0
Total number of bond holdings0
Holdings 31/12/2024% of assets
Guinness Global Equity Income Y GBP Dist7.98
Brown Advisory Global Leaders B GBP Inc6.00
Fundsmith Equity I Acc5.91
Lazard Global Eq Franchise EA Dist GBP5.76
iShares £ Ultrashort Bond ETF GBP Dist5.12
Titan Hybrid Capital Bd B GBP Inc5.10
Royal London Shrt Dur Glbl HY Bd Z£Inc5.10
Muzinich EmergingMktsShrtDur HGBP Inc G5.10
Rathbone SICAV Ethical Bd Z GBP Inc5.05
Schroder ISF Strat Crdt C Dis SV4.98