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Bestinvest
Thames River... funds

SANTANDER BALANCED PORTFOLIO GROWTH - Portfolio

No Bestinvest rating
Find rated mixed investment 40-85% shares funds


Asset allocation

santander balanced portfolio growth asset allocation illustration
Allocation Proportion
Equity 68%
High yield bonds
Quality bonds 28%
Property 0%
Commodities
Hedge
Fund cash 4%

Equity Geographic

santander balanced portfolio growth equity geographic illustration
Allocation Proportion
UK 54%
Europe 17%
Nth America 15%
Japan 8%
Pacific 5%
Other Equity 1%

Equity Capitalisation

santander balanced portfolio growth equity capitalisation illustration
Allocation Proportion
Large Caps 79%
Mid Caps 18%
Small Caps 3%

Top 10 holdings

As at: 28/02/2007
9.46% Hbos
8.81% Astrazeneca Plc
5.47% Uta International Ut Income Units
1.88% Bp
1.69% Hsbc Hldgs
1.42% Glaxosmithkline
1.4% Royal Bank Of Scotland Group Plc
1.39% Vodafone Group
1.26% Royal Dutch Shell
1.08% Barclays
Source: Trustnet

Equity by sector

No data available.

As at: 28/02/2007
100% UK
100% UK
Source: Trustnet

Portfolio details


The portfolio is invested in more than 450 stocks.

Constraints


Active stock bets within the UK and North American portfolio should not exceed 2% of the fund and within Europe 4%.

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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