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EP EUROPEAN OPPORTUNITIES INST GBP - Portfolio

No Bestinvest rating


Asset allocation

ep european opportunities inst gbp asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds 0%
Quality bonds 0%
Property 0%
Commodities 0%
Hedge 0%
Fund cash 0%

Equity Geographic

ep european opportunities inst gbp equity geographic illustration
Allocation Proportion
UK 0%
Europe 100%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%

Equity Capitalisation

ep european opportunities inst gbp equity capitalisation illustration
Allocation Proportion
Large Caps 100%
Mid Caps 0%
Small Caps 0%

Top 10 holdings

No information available.

Equity by sector

No data available.

No information available.

Portfolio details


A focused portfolio of approximately 30 to 40 securities.

Constraints


There are no formal risk guidelines although it would be unusual for an individual stock holding to be much higher than 4%.
The portfolio usually has very little commonality with the benchmark and so performance can be expected to differ markedly on occasions.

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.

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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