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As at: 30/04/2012 6.8% First State Asia Pacific Leaders 5.7% JO Hambro CM UK Opportunities 5.2% AXA Framlington UK Select Opps 4.7% iShares S&P 500 4.6% Schroder UK Core 4.3% Aberdeen Emerging Markets 4.3% AXA US Short Duration HY GBP 4.3% Cash GBP 4.0% Invesco Perpetual Tactical Bond 3.9% Legal & General Dynamic Bond Source: Bestinvest
No data available.
As at: 30/04/2012 25% UK Equities 11% Quality Bonds 10% North American Equities 9% High Yield Bonds 8% Cash 8% Hedge 8% Pacific Equities 7% European Equities 4% Property 3% Commodities Source: Bestinvest
The fund has a bias to equities, with a high exposure to overseas equities, although it is not restricted in its choice of asset category. Fund volatility as well as asset allocation and geographical/capitalisation split of equities relative to the Asset Model is continually monitored to ensure that there is not a wide divergence relative to the in-house rules. The fund's equity component is always likely to have above average exposure to small & mid cap stocks.
There are some limits placed on the portfolio but these could result in significant divergences from the benchmark from time to time.
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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