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IFSL Equilibrium Balanced Portfolio Class A - Accumulation (GBP)

Sell:122.70p Buy:122.70p Change: 1.40p (1.13%)
Prices as at 4 April 2025
Sell:122.70p
Buy:122.70p
Change: 1.40p (1.13%)
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
Prices as at 4 April 2025
Sell:122.70p
Buy:122.70p
Change: 1.40p (1.13%)
Prices as at 4 April 2025
You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now
The selling price currently displayed is higher than the buying price. This can occur temporarily for a variety of reasons; shortly before the market opens, after the market closes or because of extraordinary price volatility during the trading day.

Breakdown by market capitalisation (%)

Market cap bar chart
<£50M 0.02%
>£50M and <£250M 0.62%
>£250M and <£1BN 1.44%
>£1BN and <£3BN 5.24%
>£3BN and <£5BN 2.03%
>£5BN and <£10BN 3.67%
>£10BN and <£20BN 2.76%
>£20BN and <£50BN 4.65%
>£50BN 3.76%
Unknown 41.71%
Debt 28.11%
Cash and Equiv. 5.98%

Equity sectors (Industry Classification Benchmark)


Bonds
28.11%
Managed Funds
17.74%
Non-Classified
16.65%
Financials
8.00%
Cash and Equiv.
5.98%
Consumer Discretionary
5.33%
Industrials
4.26%
Alternative Trading Strategies
2.96%
Real Estate
2.22%
Commodities
1.97%
Technology
1.70%
Health Care
1.44%
Consumer Staples
1.39%
Other
2.25%
Bonds
28.11%
Managed Funds
17.74%
Non-Classified
16.65%
Cash and Equiv.
5.98%
Financial Services
4.64%
Industrial Goods & Services
3.57%
Alternative Trading Strategies
2.96%
Banks
2.58%
Real Estate
2.22%
Commodities
1.97%
Technology
1.70%
Health Care
1.44%
Consumer Products & Services
1.29%
Other
9.16%
Bonds
28.11%
Managed Funds
17.74%
Non-Classified
16.65%
Cash and Equiv.
5.98%
Alternative Trading Strategies
2.96%
Banks
2.58%
Investment Banking & Brokerage Services
2.32%
Equity Investment Instruments
2.02%
Commodities
1.97%
Real Estate Investment Trusts
1.83%
Industrial Support Services
1.47%
Travel & Leisure
1.26%
Pharmaceuticals & Biotechnology
1.02%
Other
14.15%
Bonds
28.11%
Managed Funds
17.74%
Non-Classified
16.65%
Cash and Equiv.
5.98%
Alternative Trading Strategies
2.96%
Banks
2.58%
Equity Investment Instruments
2.02%
Commodities
1.97%
Asset Managers & Custodians
1.41%
Pharmaceuticals
0.91%
Investment Services
0.73%
Telecommunications Services
0.60%
Diversified Retailers
0.59%
Other
18.16%

Detailed sector breakdown

Drill down through sectors by clicking on the plus icons.

Data policy - All information should be used for indicative purposes only. You should independently check data before making any investment decision. HL cannot guarantee that the data is accurate or complete, and accepts no responsibility for how it may be used. Data accurate as at 28 February 2025

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You can buy or sell holdings in this fund through a Stocks and Shares ISA, Lifetime ISA, SIPP or Fund and Share Account
Invest now