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HC CAERUS GLOBAL OPPORTUNITIES B - Portfolio

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Find rated mixed investment 40-85% shares funds


Asset allocation

hc caerus global opportunities b  asset allocation illustration
Allocation Proportion
Equity 55%
High yield bonds
Quality bonds 6%
Property 7%
Commodities
Hedge 19%
Fund cash 13%

Equity Geographic

hc caerus global opportunities b  equity geographic illustration
Allocation Proportion
UK 56%
Europe 12%
Nth America 17%
Japan 5%
Pacific 5%
Other Equity 5%

Equity Capitalisation

hc caerus global opportunities b  equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Top 10 holdings

As at: 29/02/2012
3.69% L&g Dynamic Bond Inst Inc
2.84% Ishares Markit Iboxx Gbp Corporate Bond Gbp
2.39% Johcm Emerging Markets Inst Gbp
2.3% Hsbc Hldgs
2.11% Land Securities Group Plc
1.94% Admiral Group Plc
1.84% Prudential
1.81% Sabmiller
1.8% Home Depot Inc
1.74% Glaxosmithkline
Source: Trustnet

Equity by sector

Financials 22%
Consumer Discretionary 17%
Industrials 13%
Information Technology 10%
Energy 10%
Consumer Staples 10%
Health Care 6%
Telecommunications Utilities 5%
Mutual Funds 3%
Utilities 2%

As at: 29/02/2012
45.38%UK
21.51%North America
11.71%Global Emerging Markets
10.38%Europe ex UK
5.75% Japan
5.27% Asia Pacific ex Japan
Source: Trustnet

Portfolio details


No information available.

Constraints


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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.

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