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Bestinvest
Thames River... funds

SARACEN GROWTH ALPHA - Portfolio

No Bestinvest rating
Find rated uk all companies funds


Asset allocation

saracen growth alpha asset allocation illustration
Allocation Proportion
Equity 99%
High yield bonds
Quality bonds 0%
Property 0%
Commodities
Hedge
Fund cash 1%

Equity Geographic

saracen growth alpha equity geographic illustration
Allocation Proportion
UK 96%
Europe 1%
Nth America 0%
Japan 0%
Pacific 3%
Other Equity 0%

Equity Capitalisation

saracen growth alpha equity capitalisation illustration
Allocation Proportion
Large Caps 57%
Mid Caps 13%
Small Caps 30%

Top 10 holdings

As at: 29/02/2012
4.6% Bp
4% Gkn
3.8% Bg Group
3.8% Zytronic
3.8% Anglo Pacific Group
3.5% City Of London Investment Group
3.3% Royal Dutch Shell
3.1% Legal & General Group
3.1% Babcock International Group
3.1% Invensys Plc
Source: Trustnet

Equity by sector

Financials 13%
Oil & Gas 12%
Support Services 9%
Mineral Extraction 9%
Industrials 8%
Software 7%
Electronic & Electrical Equipment 6%
Pharmaceuticals 6%
General Industrials 5%
Automobiles 4%

As at: 29/02/2012
100% UK
100% UK
Source: Trustnet

Portfolio details


The manager prefers a tight portfolio of around 25-50 stocks and has historically had leaning to small and mid cap investing.

Constraints


The fund is not constructed in relation to any index.
The portfolio usually has very little commonality with the benchmark and so performance can be expected to differ markedly on occasions.

The value of your investments and the income from them can go down as well as up, and you can get back less than you originally invested. Past performance or any yields quoted should not be considered reliable indicators of future returns. Before investing in funds please check the specific risk factors on the key features document or refer to our risk warning notice as some funds can be high risk or complex; they may also have risks relating to the geographical area, industry sector and/or underlying assets in which they invest. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

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