IFSL BESTINVEST INCOME PORTFOLIO I - Fund overview

Portfolio

• Asset Allocation
• Equity Geographic
• Equity Capitalisation

Allocation		Proportion
	Equity	35%
	High yield bonds	12%
	Quality bonds	22%
	Property	7%
	Commodities	2%
	Hedge	10%
	Fund cash	12%

Allocation		Proportion
	UK	56%
	Europe	12%
	Nth America	14%
	Japan	6%
	Pacific	11%
	Other Equity	1%

Allocation		Proportion
	Large Caps	74%
	Mid Caps	20%
	Small Caps	6%

View all performance data for IFSL BESTINVEST INCOME PORTFOLIO I

Investment process

The objective of the fund is to deliver a high level of income with the potential for modest capital growth over the longer term.
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.