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A focused portfolio of approximately 30 to 40 securities.
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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