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F&C LIFESTYLE BALANCED - Portfolio

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Asset allocation

f&c lifestyle balanced asset allocation illustration
Allocation Proportion
Equity 74%
High yield bonds
Quality bonds 16%
Property 8%
Commodities
Hedge
Fund cash 2%

Equity Geographic

f&c lifestyle balanced equity geographic illustration
Allocation Proportion
UK 58%
Europe 11%
Nth America 13%
Japan 6%
Pacific 6%
Other Equity 6%

Equity Capitalisation

f&c lifestyle balanced equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Top 10 holdings

As at: 31/03/2012
7.28% Artemis Income R Inc
6.91% Brown Advisory American A Gbp
6.48% Jupiter Growth & Income Inc
6.2% Blackrock European Dynamic A Acc
5.34% F&c Ftse All Share Tracker 1 Inc
5.28% Schroder Uk Core A Acc
5.02% Schroder Uk Alpha Plus A Acc
5.01% Fidelity Strategic Bond Inc
4.62% Aberdeen Emerging Markets A
4.52% Standard Life Investment Uk Equity
Source: Trustnet

Equity by sector

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Portfolio details


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Constraints


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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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