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WS Doherty Cautious Managed B GBP Acc

Price: 151.93p|Change: 0.00 (0.27%)
Asset allocation %
Morningstar style box TM
Equity style
SizeLarge
Mid
Small
Value
Blend
Growth
Style

Size

Share class size (mil)11 GBP (03/05/2024)
Fund size (mil)25 GBP (31/01/2024)
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 %70.69
Total number of equity holdings0
Total number of bond holdings0
Holdings 31/01/2024% of assets
M&G Global Macro Bond GBP I Acc11.63
Vanguard UK Lg Dur Gilt Idx £ Acc7.88
Ninety One UK Special Situations I Acc7.55
Liontrust Income C Acc GBP7.43
Vanguard FTSE Dev Wld ex-UK Eq Idx £ Acc6.49
Premier Miton US Opportunities B Acc6.46
Artemis Corporate Bond I Acc GBP6.21
Fidelity Index UK Gilt P GBP Acc5.85
BNY Mellon International Bond Inst Acc5.82
Aegon Strategic Bond GBP B Acc5.36