MAB Quarterly Review Q1 2025 - Cautious - Flipbook - Page 9
IFSL YOU Multi-Asset Blend Cautious Fund
(as at 31st March 2025)
Equity Total
28.4%
Other Assets Total
25.3%
UK Equity
6.0%
Property & Real Assets
10.2%
Amundi UK Equity All Cap ETF
3.1%
AQR Managed Futures
3.1%
Lindsell Train UK Equity
1.4%
ClearBridge Global Infrastructure Income
3.1%
Polar Capital UK Value Opportunities
1.1%
UBS Bloomberg Commodity CMCI ETF
3.1%
Invesco UK Opportunities
0.5%
Xtrackers Physical Carbon EUA ETC
0.8%
US Equity
5.5%
Absolute Return
15.2%
Invesco S&P 500 ETF
3.3%
Fulcrum Thematic Equity Market Neutral
5.1%
Neuberger Berman US Small Cap Intrinsic Value
1.4%
Pacific G10 Macro Rates
5.0%
Amundi Russell 1000 Growth ETF
0.7%
Sanlam Multi Strategy
5.0%
Europe Ex-UK Equity
2.6%
Fixed Income Assets
40.4%
Vanguard FTSE Developed Europe ex-UK ETF
1.3%
Vanguard Global Aggregate Bond ETF
19.6%
Lansdowne Partners Special Situations
0.7%
0.6%
Abrdn Short Dated Global Inflation
Linked Tracker
11.1%
BlackRock Continental European
Japanese Equity
5.2%
iShares 20+ Year US Treasury ETF
3.6%
Amundi Prime Japan ETF
2.1%
Morgan Stanley Emerging Markets
Local Income
3.0%
Nikko Japan Value
1.3%
Man GLG High Yield Opportunities
3.0%
GSAM Japan Equity Partners
1.2%
Neuberger Berman Japan Engagement
0.6%
Cash Total
5.8%
Global Emerging Market Equity
4.3%
North of South EM All Cap Equity
1.5%
Skerryvore Global Emerging Markets
1.1%
Baillie Gifford Pacific
1.1%
HSBC MSCI Emerging Markets ETF
0.6%
Global Developed Market Equity
4.8%
Amundi Core MSCI World ETF
1.4%
Pzena Global Value
1.4%
Brown Advisory Global Leaders
1.3%
Baillie Gifford Global Discovery
0.6%
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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