MAB Quarterly Review Q1 2026 - Balanced - Flipbook - Page 11
IFSL YOU Multi-Asset Blend
Balanced Fund
AS OF 31st MARCH 2026
Equity Total
48.9%
Other Assets Total
23.9%
UK Equity
9.2%
Property & Real Assets
10.1%
Amundi UK Equity All Cap ETF
4.8%
AQR Managed Futures
3.0%
Invesco UK Opportunities
2.0%
ClearBridge Global Infrastructure Income
3.0%
Evenlode UK Select
1.5%
UBS Bloomberg Commodity CMCI ETF
3.0%
Polar Capital UK Value Opportunities
0.9%
Xtrackers Physical Carbon EUA ETC
1.1%
US Equity
10.1%
Absolute Return
13.9%
Invesco S&P 500 ETF
7.6%
Fulcrum Thematic Equity Market Neutral
3.9%
Neuberger Berman US Small Cap Intrinsic Value
2.5%
Pacific G10 Macro Rates
3.9%
Europe Ex-UK Equity
5.2%
Sanlam Ninety One Multi Strategy
3.5%
Vanguard FTSE Developed Europe ex-UK ETF
2.7%
Man Credit Opportunities Alternative
2.6%
ARGA European Equity
0.9%
Lansdowne Special Situations
0.8%
Fixed Income Total
23.6%
BlackRock Continental European
0.8%
Amundi Global Aggregate Bond ETF
9.3%
Japanese Equity
8.8%
Morgan Stanley Emerging Markets Local Income
4.4%
Amundi Prime Japan ETF
2.7%
Man High Yield Opportunities
3.0%
Amova Japan Value
2.2%
iShares 20+ Year US Treasury ETF
2.9%
GSAM Japan Equity Partners
2.1%
Ellington Structured Credit
2.5%
Neuberger Berman Japan Engagement
1.9%
Coolabah Credit Alpha
1.5%
Global Emerging Market Equity
7.1%
North of South EM Equity
2.4%
Cash Total
3.6%
M&G Asian
1.7%
Cash
3.6%
Baillie Gifford Pacific
1.7%
Amundi Core MSCI EM Swap ETF
1.2%
Global Developed Market Equity
8.5%
Pzena Global Value
2.7%
Amundi Core MSCI World ETF
2.7%
GMO Quality
2.0%
Baillie Gifford Global Discovery
1.2%
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.
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