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F&C BLUE - Portfolio

Bestinvest rating 1 stars


Asset allocation

f&c blue asset allocation illustration
Allocation Proportion
Equity 19%
High yield bonds 0%
Quality bonds 81%
Property 0%
Commodities 0%
Hedge 0%
Fund cash 0%

Equity Geographic

f&c blue equity geographic illustration
Allocation Proportion
UK 2%
Europe 98%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%

Equity Capitalisation

f&c blue equity capitalisation illustration
Allocation Proportion
Large Caps 98%
Mid Caps 0%
Small Caps 2%

Top 10 holdings

No information available.

Equity by sector

Fixed Interest 77%
Equities 23%

No information available.

Portfolio details


Approximately 18% exposure to the Eurostoxx 50 index, approx 3% exposure to the derivative overlay strategy, the remainder of the portfolio is structured to provide a capital return equivalent to the prevailing Sterling LIBOR rate.

Constraints



This fund is managed within tight constraints, however due to its structure, a benchmark that fully reflects this fund is unavailable.

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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