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ELITE INCOME - Portfolio

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Find rated mixed investment 20-60% shares funds


Asset allocation

elite income asset allocation illustration
Allocation Proportion
Equity 52%
High yield bonds
Quality bonds 34%
Property
Commodities
Hedge
Fund cash 14%

Equity Geographic

elite income equity geographic illustration
Allocation Proportion
UK 70%
Europe
Nth America 19%
Japan 3%
Pacific 5%
Other Equity 3%

Equity Capitalisation

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

Top 10 holdings

As at: 29/02/2012
4.45% Liontrust Special Situations Ret
4.42% M&g Optimal Income A Inc Gbp
4.38% Threadneedle Uk Equity Income Inst Inc Gbp
4.13% Kames High Yield Bond A Inc
4.03% Cf Walker Crips Equity Income Acc
3.93% Trojan Income O Inc
3.93% Db X Trackers Ftse 100 Short Etf (lse)
3.8% L&g Dynamic Bond R Inc
3.71% Ishares Ftse Uk All Stocks Gilt Gbp
3.6% Schroder Absolute Return Bond A Acc
Source: Trustnet

Equity by sector

No data available.

As at: 29/02/2012
43.5% Not Specified
33% UK
10.1% North America
6.7% Far East ex Japan
3% International
2.1% Global Emerging Markets
1.6% 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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