MAB Quarterly Review Q1 2025 - Balanced - Flipbook - Page 9
IFSL YOU Multi-Asset Blend Balanced Fund
(as at 31st March 2025)
Equity Total
49.1%
Other Assets Total
23.9%
UK Equity
10.2%
Property & Real Assets
10.0%
Amundi UK Equity All Cap ETF
5.3%
AQR Managed Futures
3.1%
Lindsell Train UK Equity
2.3%
ClearBridge Global Infrastructure Income
3.1%
Polar Capital UK Value Opportunities
1.8%
UBS Bloomberg Commodity CMCI ETF
3.0%
Invesco UK Opportunities
0.8%
Xtrackers Physical Carbon EUA ETC
0.8%
US Equity
10.2%
Absolute Return
14.0%
Invesco S&P 500 ETF
6.7%
Sanlam Multi Strategy
4.7%
Neuberger Berman US Small Cap Intrinsic Value
2.3%
Fulcrum Thematic Equity Market Neutral
4.7%
Amundi Russell 1000 Growth ETF
1.2%
Pacific G10 Macro Rates
4.6%
Europe Ex-UK Equity
4.2%
Fixed Income Assets
23.9%
Vanguard FTSE Developed Europe ex-UK ETF
2.2%
Lansdowne Partners Special Situations
1.1%
BlackRock Continental European
Vanguard Global Aggregate Bond ETF
13.4%
Morgan Stanley Emerging Markets
Local Income
4.5%
1.0%
Japanese Equity
8.8%
iShares 20+ Year US Treasury ETF
3.0%
Amundi Prime Japan ETF
3.6%
Man High Yield Opportunities
3.0%
Nikko Japan Value
2.1%
Cash Total
3.0%
GSAM Japan Equity Partners
2.0%
Neuberger Berman Japan Engagement
1.0%
Global Emerging Market Equity
7.2%
North of South EM All Cap Equity
2.4%
Skerryvore Global Emerging Markets
1.8%
Baillie Gifford Pacific
1.8%
HSBC MSCI Emerging Markets ETF
1.2%
Global Developed Market Equity
8.6%
Amundi Core MSCI World ETF
3.1%
Pzena Global Value
2.3%
Brown Advisory Global Leaders
2.2%
Baillie Gifford Global Discovery
1.0%
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.
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