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Bestinvest rating
As at: 30/11/2011 7.99% Bp 7.88% Vodafone Group 6.88% Glaxosmithkline 4.74% Bg Group 4.33% Royal Dutch Shell 4.16% Astrazeneca Plc 3.71% Anglo American 3.57% Xstrata Plc 2.92% Barclays 2.81% Hsbc Hldgs Source: Trustnet
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Minimum 60 stocks.
Stock limits include a minimum 50% relative weighting in the FTSE top 5, and maximum weightings for FTSE 6-30 of 5%, FTSE 31-350 2.5% and small caps 1.5%. Market cap limits include small cap: no overweight, midcap: 100% overweight. Max 20% cash. There are some limits placed on the portfolio but these could result in 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. Any yields quoted cannot be taken as a reliable indicator 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. 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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