020 7189 9999
Monday to Friday 7.45am - 6.00pm Saturday 9.30am - 1.30pm
Bestinvest rating
As at: 29/02/2012 4.37% Persimmon 4.15% Ashtead Group 3.6% Inchcape Plc 3.59% Premier Oil 3.47% Travis Perkins 3.45% Informa Plc 3.3% Yule Catto & Co 3.22% Wood Group(john) 3.17% Cobham 3.11% Hiscox Ltd Source: Trustnet
As at: 29/02/2012 94.5% UK 2.61% Luxembourg 2.57% Pacific Basin .32% Money Market Source: Trustnet
The portfolio holds between 35 and 50 stocks. Top individual position positions are around 3%, with a minimum 1%. All positions will be active overweights.
Sector weightings are within defined guidelines to limit tracking error relative to to the index. Industry groups are weighted within +/- 7%, sectors to within +/- 3%. Value is added primarily through stock selection; individual stock exposures will be within +/-2% of their index weights. 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
Version: 4.1.1