MAB Quarterly Review Q1 2025 - Balanced - Flipbook - Page 11
IFSL YOU Multi-Asset Blend Balanced Fund
(as at 30th September 2025)
Equity Total
50.0%
Other Assets Total
23.9%
UK Equity
10.0%
Property & Real Assets
10.1%
Amundi UK Equity All Cap ETF
5.0%
AQR Managed Futures
3.1%
Evenlode UK Select
2.4%
ClearBridge Global Infrastructure Income
3.0%
Invesco UK Opportunities
1.5%
UBS Bloomberg Commodity CMCI ETF
3.0%
Polar Capital UK Value Opportunities
1.0%
Xtrackers Physical Carbon EUA ETC
1.0%
US Equity
10.5%
Absolute Return
13.9%
Invesco S&P 500 ETF
7.9%
Fulcrum Thematic Equity Market Neutral
4.1%
Neuberger Berman US Small Cap Intrinsic Value
2.6%
Sanlam Ninety One Multi Strategy
4.0%
Europe Ex-UK Equity
4.4%
Pacific G10 Macro Rates
4.0%
Vanguard FTSE Developed Europe ex-UK ETF
2.2%
Man Alternative Credit Opportunities
1.8%
ARGA European Equity
0.7%
BlackRock Continental European
0.7%
Lansdowne Special Situations
0.7%
Japanese Equity
8.9%
Amundi Prime Japan ETF
2.7%
Amova Japan Value
2.5%
GSAM Japan Equity Partners
2.4%
Neuberger Berman Japan Engagement
1.3%
Global Emerging Market Equity
7.4%
North of South EM All Cap Equity
2.5%
Baillie Gifford Pacific
1.9%
Skerryvore Global Emerging Markets
1.8%
HSBC MSCI Emerging Markets ETF
1.1%
Global Developed Market Equity
8.8%
Pzena Global Value
2.7%
Amundi Core MSCI World ETF
2.6%
GMO Quality
2.1%
Baillie Gifford Global Discovery
1.3%
Fixed Income Assets
23.6%
Amundi Global Aggregate Bond ETF
9.3%
Morgan Stanley Emerging Markets Local Income
4.4%
iShares 20+ Year US Treasury ETF
3.0%
Man High Yield Opportunities
2.9%
Ellington Structured Credit
2.4%
Coolabah Credit Alpha
1.5%
Cash Total
2.5%
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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