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F&C LIFESTYLE CAUTIOUS - Portfolio

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Asset allocation

f&c lifestyle cautious asset allocation illustration
Allocation Proportion
Equity 60%
High yield bonds
Quality bonds 24%
Property 13%
Commodities
Hedge
Fund cash 3%

Equity Geographic

f&c lifestyle cautious equity geographic illustration
Allocation Proportion
UK 48%
Europe 14%
Nth America 17%
Japan 8%
Pacific 5%
Other Equity 8%

Equity Capitalisation

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

Top 10 holdings

As at: 31/03/2012
6.9% Fidelity Strategic Bond Inc
6.8% Brown Advisory American A Gbp
6.75% Jupiter Growth & Income Inc
5.62% Invesco Sterling Bond A
5.55% Blackrock Uk Focus Ff
5.5% Schroder Uk Alpha Plus A Acc
5.11% Blackrock European Dynamic A Acc
4.74% F&c Ftse All Share Tracker 1 Inc
4.62% Schroder Uk Core A Acc
4.23% Glg Japan Core Alpha Ret Acc
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.

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