BGF Global Allocation D2 GBP Hedged
This fund can be held in a Dealing accountStocks and shares ISALifetime ISAJISASIPPand can be used with Regular investment
Before investing please read:
Asset allocation %
Morningstar style box TM
Equity style
SizeLarge
Mid
Small
Value
Blend
Growth
Style
Size
| Share class size (mil) | 60 GBP (18/12/2025) |
| Fund size (mil) | 13,018 GBP (28/11/2025) |
Morningstar style box TM
Fixed income style
Credit qualityLarge
Mid
Small
Value
Blend
Growth
Interest rate sensit
Top 10 holdings
| Assets in top 10 holdings % | 31.73 |
| Total number of equity holdings | 730 |
| Total number of bond holdings | 2164 |
| Holdings 30/11/2025 | % of assets |
|---|---|
| 5 Year Treasury Note Future Mar 26 | 6.22 |
| E-mini S&P 500 Future Dec 25 | 4.17 |
| 2 Year Treasury Note Future Mar 26 | 3.50 |
| SPDR® Gold Shares | 2.91 |
| NVIDIA Corp | 2.64 |
| Ultra US Treasury Bond Future Mar 26 | 2.54 |
| Microsoft Corp | 2.52 |
| Apple Inc | 2.51 |
| Euro Bobl Future Dec 25 | 2.45 |
| Alphabet Inc Class C | 2.27 |