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FRANKLIN UK BLUE CHIP GROWTH - Portfolio

Bestinvest rating 1 stars


Asset allocation

franklin uk blue chip growth asset allocation illustration
Allocation Proportion
Equity 98%
High yield bonds 0%
Quality bonds 0%
Property 0%
Commodities 0%
Hedge 0%
Fund cash 2%

Equity Geographic

franklin uk blue chip growth equity geographic illustration
Allocation Proportion
UK 99%
Europe 1%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%

Equity Capitalisation

franklin uk blue chip growth equity capitalisation illustration
Allocation Proportion
Large Caps 81%
Mid Caps 19%
Small Caps 0%

Top 10 holdings

As at: 29/02/2012
5.4% Royal Dutch Shell
5.05% Bp
4.73% Vodafone Group
4.71% British American Tobacco
4.62% Glaxosmithkline
3.96% Astrazeneca Plc
3.79% Bg Group
3.53% Hsbc Hldgs
2.99% Imperial Tobacco Group
2.92% Reed Elsevier
Source: Trustnet

Equity by sector

Others 33%
Oil & Gas 15%
Pharmaceuticals 10%
Mineral Extraction 9%
Tobacco 8%
Banks 6%
Money Market 5%
Media 5%
Wireless & Mobile Communications 5%
Travel 4%

As at: 29/02/2012
94.83%UK
5.17% Money Market
Source: Trustnet

Portfolio details


The typical range of stocks within the portfolio is 50-80. A minimum of 90% of the portfolio will be held in the FTSE 100.

Constraints


Risk is controlled by limiting stock bets to +/-3%, sectors to +/-5% and industry groupings to +/-10%.
There are some limits placed on the portfolio but these could result in significant divergences from the Index 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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