IFSL BESTINVEST DEFENSIVE PORTFOLIO I - Fund overview

Portfolio

• Asset Allocation
• Equity Geographic
• Equity Capitalisation

Allocation		Proportion
	Equity	17%
	High yield bonds	9%
	Quality bonds	19%
	Property	8%
	Commodities	4%
	Hedge	20%
	Fund cash	23%

Allocation		Proportion
	UK	41%
	Europe	16%
	Nth America	21%
	Japan	5%
	Pacific	14%
	Other Equity	3%

Allocation		Proportion
	Large Caps	84%
	Mid Caps	13%
	Small Caps	3%

View all performance data for IFSL BESTINVEST DEFENSIVE PORTFOLIO I

Investment process

The objective of the fund is to deliver a modest capital growth and income whilst maintaining low volatility.
The assets of the fund are managed with exposure to one or more of the following asset classes: collective investment schemes (both regulated and unregulated, including but not restricted to certain hedge funds where investment in such fund would be consistent with the Fund's investment objective and policy), investment trusts, investment companies, fixed income securities, equities, immovable property, cash, near cash and deposits. The Fund may also invest in other transferable securities and money market instruments.
Asset allocation is set by Bestinvest's Asset Allocation Committee on a quarterly basis and the fund's underlying investments are selected by the Analyst team and represent their best ideas within each asset/geographic category.