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ZURICH (EX EAGLE STAR) GLOBAL BOND PF - Portfolio

No Bestinvest rating


Asset allocation

zurich (ex eagle star) global bond pf asset allocation illustration
Allocation Proportion
Equity 0%
High yield bonds 0%
Quality bonds 94%
Property 0%
Commodities
Hedge
Fund cash 6%

Equity Geographic

zurich (ex eagle star) global bond pf equity geographic illustration
Allocation Proportion
UK 0%
Europe 0%
Nth America 0%
Japan 0%
Pacific
Other Equity

Equity Capitalisation

No data available.

Top 10 holdings

As at: 30/11/2011
5.2% Canada Housing Trust 3.8% Bds 15/06/21 Cad1000 Ca
4.4% Us Treasury 3.75% 15/08/2041
3.9% Us Treas 1.75% 15/08/2012
3.5% Italy(republic Of) 4.75% Bds 01/09/21 Eur1000
3.5% United States Treasury Note/bond 2.125% 15/08/2021
3.3% Germany(federal Republic) 1% Bds 16/03/12 Eur0.01
3% Treasury 3.75% Gilt 7/9/20 Gbp0.01
2.4% France(govt Of) 4.5% Bds 25/04/41 Eur1
2.3% Treasury 4.25% Gilt 07/12/40
2.2% Netherlands(kingdom Of) 1% Bds 15/01/14 Eur1
Source: Trustnet

Equity by sector

No data available.

No information available.

Portfolio details


A diversified portfolio of normally 70-100 holdings.

Constraints


Maximum of 15% of the portfolio in Emerging Market debt and 15% in Sub Investment Grade Debt. Individual High Yield credits will normally not exceed 0.25%.
The portfolio usually has very little commonality with the benchmark and so performance can be expected to differ markedly on occasions.

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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