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OLD MUTUAL UK SELECT EQUITY A - Portfolio

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Asset allocation

old mutual uk select equity a asset allocation illustration
Allocation Proportion
Equity 99%
High yield bonds 0%
Quality bonds 0%
Property 0%
Commodities 0%
Hedge 0%
Fund cash 1%

Equity Geographic

old mutual uk select equity a equity geographic illustration
Allocation Proportion
UK 100%
Europe 0%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%

Equity Capitalisation

old mutual uk select equity a equity capitalisation illustration
Allocation Proportion
Large Caps 59%
Mid Caps 31%
Small Caps 10%

Top 10 holdings

As at: 29/02/2012
4.3% Rio Tinto
4.1% Barclays
4% Royal Dutch Shell
3.9% Bhp Billiton
3.6% Bp
3.2% Vodafone Group
3.1% Standard Chartered
2.9% Prudential
2.9% Xstrata Plc
2.9% Bg Group
Source: Trustnet

Equity by sector

Financials 24%
Oil & Gas 18%
Basic Materials 15%
Industrials 13%
Consumer Services 12%
Telecommunications 6%
Consumer Goods 5%
Health Care 5%
Technology 4%
Money Market 0%

As at: 29/02/2012
100.2%UK
-.2% Money Market
Source: Trustnet

Portfolio details


Apart from large companies stocks weights are typically 1.5-2.5%.

Constraints


No information available.

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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