Funds

IFSL YOU Multi-Asset Blend Cautious Acc

GB00BN78XY23:GBP

IFSL YOU Multi-Asset Blend Cautious Acc

  • Price (GBP)1.28
  • Today's Change-0.001 / -0.08%
  • 1 Year change8.94%
Data delayed at least 15 minutes, as of Feb 06 2026.
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Profile and investment

Fund typeOpen Ended Investment Company
Investment style (stocks)Market Cap: Large
Investment Style: Blend
Income treatmentAccumulation
Morningstar categoryGBP Allocation 20-40% Equity
IMA sectorMixed Investment 0-35% Shares
Launch date16 Sep 2022
Price currencyGBP
DomicileUnited Kingdom
ISINGB00BN78XY23
Manager & start date
Christopher Ayton
16 Sep 2022
Cormac Nevin
16 Sep 2022
Shane Balkham
16 Sep 2022
Pricing frequencyDaily
Fund size
339.49m GBP
As of Jan 31 2026
Share class size
339.49m GBP
As of Jan 31 2026
Ongoing charge0.97%
Initial charge--
Max annual charge1.00%
Exit charge0.00%
Min. initial investment1,000.00 GBP
Min. additional investment100.00 GBP
Min. regular investment--
UK ISANo
Available for saleUnited Kingdom
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Top 5 holdings

Top 5 holdings as a per cent of portfolio
--42.38%0.00%42.38%
Category average% Net assets% Short% Long
Company1 year changePortfolio weightLong allocation
Amundi IS-Amundi Cr Glb Agg Bd ETF DR£H+0.99%25.73%
Invesco S&P 500 UCITS ETF
SPXS:LSE:USD
+14.90%4.64%
Pacific G10 Macro Rates GBP T Hedged Acc+6.46%4.14%
Fulcrum Thematic Eq Mkt Ntl Z GBP Acc+5.76%4.13%
Sanlam Ninety One Multi Strategy Fund Class I1 Base GBP Accumulation
IE00B8HRMZ88:GBP
+11.05%3.74%
Per cent of portfolio in top 5 holdings: 42.38%
Top 10 Holdings
Diversification
Asset type

Asset type

Cash28.69%
Non-UK bond25.64%
Non-UK stock22.71%
UK stock6.58%
UK bond3.67%
Other12.72%

Top 5 sectors

Technology6.49%
Industrials5.06%
Financial Services4.88%
Consumer Cyclical3.59%
Utilities3.34%
Other10.62%

Top 5 regions

United States11.72%
United Kingdom6.66%
Japan5.49%
Eurozone3.51%
Emerging Market2.63%
Other6.71%
Sector and region weightings are calculated using only long position holdings of the portfolio.
The performance data shown in tables and graphs on this page is calculated in GBP of the fund/index/average (as applicable), on a Bid To Bid / Nav to Nav basis, with gross dividends re-invested on ex-dividend date. Past performance is not necessarily a guide to future performance; unit prices may fall as well as rise.
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