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EFA CLARION PORTFOLIO 7 - Portfolio

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Asset allocation

efa clarion portfolio 7 asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash

Equity Geographic

efa clarion portfolio 7 equity geographic illustration
Allocation Proportion
UK 20%
Europe 20%
Nth America 30%
Japan 10%
Pacific 10%
Other Equity 10%

Equity Capitalisation

efa clarion portfolio 7 equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Top 10 holdings

As at: 31/10/2011
8.52% First State Global Emerging Markets Leaders A Gbp Acc
8.26% Jpm Emerging Markets A Acc
8.15% Aberdeen Emerging Markets I
7.93% Schroder Institutional Pacific I Acc
7.18% First State Asia Pacific Leaders B Eur Acc
7.14% Vanguard Us Equity Index Acc
7% Blackrock European Dynamic A Inc
6.9% Neptune European Opportunities B Acc Eur
6.59% Investec Asia Ex Japan A Acc
6.5% Fidelity South East Asia Y
Source: Trustnet

Equity by sector

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Portfolio details


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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. 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.

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