Holdings
16
Concentrated
Top 10 weight
94%
Concentration
Active share
-
Style
Equity
-
Asset allocation
Portfolio
1Sectors
9High-conviction bets
100%Top sector wt.
-Cash
Market-cap allocation
Large cap38%
Mid cap31%
Small cap31%
Asset allocation
Asset mix not available.
Top holdings
20.3%
20.2%
17.9%
8.9%
8.8%
6.1%
GLOBAL HEALTH LIMITEDEQUITY
4.6%3.3%
2.3%
1.7%
AI Smart summary
Pros
- Balanced across the metrics we track.
Cons
- Compact 16-stock portfolio - higher single-stock impact.
- High top-10 concentration (94%).
Auto-generated from fund metrics. Educational only - not investment advice.
Peer comparison
Other funds in this category.
No peers found in this category.
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
Sector exposure appears once holdings data is connected.