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SARASIN GLOBALSAR CAUTIOUS A GBP - Portfolio

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Asset allocation

sarasin globalsar cautious a gbp asset allocation illustration
Allocation Proportion
Equity 65%
High yield bonds
Quality bonds 10%
Property 1%
Commodities
Hedge 8%
Fund cash 16%

Equity Geographic

sarasin globalsar cautious a gbp equity geographic illustration
Allocation Proportion
UK 27%
Europe 23%
Nth America 29%
Japan 8%
Pacific 6%
Other Equity 7%

Equity Capitalisation

sarasin globalsar cautious a gbp equity capitalisation illustration
Allocation Proportion
Large Caps 73%
Mid Caps 26%
Small Caps 1%

Top 10 holdings

As at: 29/02/2012
2.2% Jupiter Asset Management
1.5% Johcm Emerging Markets Inst Gbp
1.5% Brevan Howard Asset Management Llp
1.3% Nb Distressed Debt Investment
1% Procter & Gamble Co
1% Occidental Petroleum Corp
1% Bluecrest Allblue Gbp
1% Gold Bullion Securities
.9% Home Depot Inc
.9% Coca-cola Co
Source: Trustnet

Equity by sector

Fixed Interest 41%
Miscellaneous 10%
Alternative Assets 10%
Financials 8%
Information Technology 5%
Consumer Discretionary 5%
Consumer Staples 4%
Industrials 4%
Energy 3%
Property Shares 3%

As at: 29/02/2012
53.66%Others
16.01%North America
7.17% Europe ex UK
6.18% International
5.73% UK
4.41% Japan
4.24% Global Emerging Markets
1.41% Pacific ex-Japan
1.19% 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.

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