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Bestinvest rating
As at: 29/02/2012 5.43% Royal Dutch Shell 5.13% Bp 5.08% British American Tobacco 4.81% Glaxosmithkline 4.75% Vodafone Group 4.26% Astrazeneca Plc 3.63% Hsbc Hldgs 2.98% Imperial Tobacco Group 2.92% Reed Elsevier 2.91% Bg Group Source: Trustnet
As at: 29/02/2012 97.2% UK 2.8% Money Market Source: Trustnet
The normal range of holdings within the portfolio is 60-100 stocks. A minimum of 70% of the portfolio will be held in the FTSE 100.
Stock weights are limited to +/-3% versus the index, 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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