020 7189 9999
Monday to Friday 7.45am - 6.00pm Saturday 9.30am - 1.30pm
Bestinvest rating
As at: 29/02/2012 4.9% Glaxosmithkline 4.8% Bp 4.8% Royal Dutch Shell 4.7% Vodafone Group 3.9% Bt Group 3.2% Bg Group 3% British American Tobacco 2.8% Hsbc Hldgs 2.8% Centrica Plc 2.7% Imperial Tobacco Group Source: Trustnet
As at: 29/02/2012 84.34%UK 4.06% Switzerland 3.46% USA 2.68% Germany 2.11% France 1.37% Channel Islands 1.2% Cayman Islands .78% Korea Source: Trustnet
Number of holdings: 60-100; mid and small companies may account for upto 30% of the fund. Maximum individual stock position size: 5%. Maximum exposure to a single sector:15%
Corporate bonds may be held where they prove a more attractive alternative to the underlying equity, but this is limited to 10% of the fund. Overseas holdings of up to 20% of the fund may be held, typically in Europe.
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
Version: 4.1.1