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ELITE BALANCED - Portfolio

No Bestinvest rating
Find rated mixed investment 40-85% shares funds


Asset allocation

elite balanced asset allocation illustration
Allocation Proportion
Equity 69%
High yield bonds
Quality bonds 20%
Property
Commodities
Hedge
Fund cash 11%

Equity Geographic

elite balanced equity geographic illustration
Allocation Proportion
UK 51%
Europe 6%
Nth America 27%
Japan 4%
Pacific 6%
Other Equity 6%

Equity Capitalisation

elite balanced equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Top 10 holdings

As at: 29/02/2012
5.01% Liontrust Special Situations Ret
4.51% Findlay Park Funds American Usd
4.41% Jpm Natural Resources A Acc
4.22% Lazard Emerging Markets Inst Inc
4.02% Kames High Yield Bond A Inc
4.01% Db X-trackers Ftse 100 Short Daily
4% Threadneedle American Select Inst Acc Gbp
3.84% Threadneedle Uk Equity Income Ret Inc Gbp
3.76% Old Mutual Dublin Uk Select Smaller Companies
3.7% Cf Eclectica Absolute Macro C Gbp
Source: Trustnet

Equity by sector

No data available.

As at: 29/02/2012
34.1% Not Specified
31.7% UK
14% North America
7.8% Far East ex Japan
5.5% Global Emerging Markets
3.4% International
2.6% Europe
.9% Money Market
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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