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EFA ALLENBRIDGE STRATEGIC ALPHA - Portfolio

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Asset allocation

efa allenbridge strategic alpha asset allocation illustration
Allocation Proportion
Equity 80%
High yield bonds
Quality bonds
Property 5%
Commodities 5%
Hedge 10%
Fund cash

Equity Geographic

efa allenbridge strategic alpha equity geographic illustration
Allocation Proportion
UK 52%
Europe 12%
Nth America 12%
Japan 0%
Pacific 12%
Other Equity 12%

Equity Capitalisation

efa allenbridge strategic alpha equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Top 10 holdings

As at: 29/02/2012
7.03% Etfs Metal Securities Ltd Etfs Physical Gold (dt Zert)
5.91% Aberdeen Emerging Markets A
5.01% Hsbc Etfs Plc Msci China Etf Gbp
4.49% Db X-trackers Msci Ac Asia Ex Japan Trn Index Gbp
4.45% Threadneedle American Select Inst Acc Gbp
Source: Trustnet

Equity by sector

UK Equities 40%
Alternative Assets 20%
Asia/Pacific Equities 8%
Europe ex UK Equities 8%
Global Emerging Market Equities 8%
Other International Equities 8%
US Equities 8%

As at: 29/02/2012
32.82%UK
30.13%USA
17.9% Global Emerging Markets
10.85%International
7.76% Europe ex UK
.53% Canada
.01% Others
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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