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EFA CLARION PORTFOLIO 3 - Portfolio

No Bestinvest rating
Find rated mixed investment 20-60% shares funds


Asset allocation

efa clarion portfolio 3 asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash

Equity Geographic

efa clarion portfolio 3 equity geographic illustration
Allocation Proportion
UK 20%
Europe 20%
Nth America 30%
Japan 10%
Pacific 10%
Other Equity 10%

Equity Capitalisation

efa clarion portfolio 3 equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Top 10 holdings

As at: 31/01/2012
8.22% Newton Asian Income Inst Acc Gbp
7.43% Invesco Perp European Equity Income Notrail Acc
7.2% Aviva Inv Uk Equity Income 1
7.09% Jupiter North American Income Acc
7.06% Artemis Income I Acc
6.62% Blackrock Uk Income D Inc
6.6% Threadneedle Uk Equity Income Ret 2 Inc
5.63% Royal London Uk Equity Income B
5.53% Fidelity Moneybuilder Income
5.43% M&g Uk Inflation Linked Corporate Bond I Acc
Source: Trustnet

Equity by sector

No data available.

As at: 31/01/2012
34% UK
30% Not Specified
14% Money Market
8% Asia Pacific
7% Europe
7% USA
Source: Trustnet

Portfolio details


No information available.

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.

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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