MAB-Quarterly-Review-Q2-2025-Cautious - Flipbook - Page 11
IFSL YOU Multi-Asset Blend Cautious Fund
(as at 31st March 2025)
Equity Total
30.1%
Other Assets Total
24.8%
UK Equity
6.1%
Property & Real Assets
9.8%
Amundi UK Equity All Cap ETF
3.0%
ClearBridge Global Infrastructure Income
3.0%
Evenlode UK Select
1.5%
AQR Managed Futures
3.0%
Invesco UK Opportunities
0.9%
UBS Bloomberg Commodity CMCI ETF
2.9%
Polar Capital UK Value Opportunities
0.6%
Xtrackers Physical Carbon EUA ETC
0.9%
US Equity
6.3%
Absolute Return
Invesco S&P 500 ETF
4.8%
Fulcrum Thematic Equity Market Neutral
4.5%
Neuberger Berman US Small Cap Intrinsic Value
1.6%
Sanlam Ninety One Multi Strategy
4.5%
Europe Ex-UK Equity
2.6%
Pacific G10 Macro Rates
4.5%
Vanguard FTSE Developed Europe ex-UK ETF
1.3%
Man Alternative Credit Opportunities
1.5%
Lansdowne Special Situations
0.5%
BlackRock Continental European
0.5%
ARGA European Equity
0.3%
Japanese Equity
5.4%
Amundi Prime Japan ETF
1.6%
GSAM Japan Equity Partners
1.5%
Nikko Japan Value
1.5%
Neuberger Berman Japan Engagement
0.3%
Global Emerging Market Equity
4.3%
North of South EM All Cap
1.5%
Baillie Gifford Pacific
1.1%
Skerryvore Global Emerging Markets
1.1%
HSBC MSCI Emerging Markets ETF
0.7%
Global Developed Market Equity
5.3%
Amundi Core MSCI World ETF
1.6%
Brown Advisory Global Leaders
1.5%
Pzena Global Value
1.5%
Baillie Gifford Global Discovery
0.8%
Fixed Income Assets
15.0%
40.0%
Vanguard Global Aggregate Bond ETF
27.5%
iShares 20+ Year US Treasury ETF
3.5%
Morgan Stanley Emerging Markets Local Income
3.0%
Man High Yield Opportunities
3.0%
Ellington Structured Credit
3.0%
Cash Total
5.2%
We recommend that potential investors seek professional 昀椀nancial advice before making any investment. The
material in this report has been prepared by YOU Asset Management and provides background information
about YOU Asset Management’s activities as at the date of this report.
Pg 10
