Contribution to Five-Year Index Returns (%)
Top 3 Share
Top 5 Share
Top 10 Share
Morningstar Asia xJapan TME
68.64
74.34
91.85
Morningstar Emerging Markets TME
65.43
74.62
88.84
Morningstar US LM Broad Growth
35.64
56.56
67.53
Morningstar UK TME
41.18
47.54
64.88
Morningstar Global Growth TME
29.78
49.3
59.25
Morningstar DM Europe Growth TME
36.05
47.57
56.9
Morningstar Japan TME
20.33
31.31
53.41
Morningstar US TME
28.36
36.12
52.35
Morningstar DM Europe xUK TME
14.66
26.81
40.35
Morningstar Europe TME
12.53
17.34
36.19
Morningstar Global TME
17.18
22.5
34.54
Morningstar US LM Broad Value
15.53
20.93
27.74
Morningstar DM Europe Value TME
11.23
16.58
22.68
Morningstar Global Value TME
11.93
14.75
18.85
Source: Morningstar Direct, Data as of May 2024
