David Scholes

Keith Baker Pension

17 September 2026 14:43:38

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Portfolio Summary

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Portfolio Name Currency Hist. Yield Portfolio Expense FE fundinfo Risk Score
Keith Baker Pension GBP 2.06 1.04 70
Portfolio Expense - The portfolio expense is calculated using the weighted value of the Ongoing Costs Ex Ante of the portfolio constituents. Where the Ongoing Costs Ex Ante is not available the OCF is used, and where this is not available the TER is used.
Please note: Historic yield figures will only be provided for funds with at least 12 months of performance history.

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1.48 4.63 15.84 31.05 18.15 55.27
0.42 2.75 12.46 27.44 13.85 61.67
2.95 14.14 10.22 7.27 7.43 5.84
4.07 12.86 9.39 6.66 7.00 5.55

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colour key Money Market 29.21
colour key European Equities 21.54
colour key Asia Pacific Emerging Equities 15.75
colour key Fixed Interest 13.58
colour key International Equities 11.78
colour key Japanese Equities 4.26
colour key American Emerging Equities 1.87
colour key European Emerging Equities 1.32
colour key North American Equities 0.67
colour key Others 0.02
Latest asset weightings chart

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Performance vs Benchmark
Keith Baker Pension