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F&C LIFESTYLE DEFENSIVE - Portfolio

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Asset allocation

f&c lifestyle defensive asset allocation illustration
Allocation Proportion
Equity 44%
High yield bonds
Quality bonds 32%
Property 19%
Commodities
Hedge
Fund cash 5%

Equity Geographic

f&c lifestyle defensive equity geographic illustration
Allocation Proportion
UK 63%
Europe 7%
Nth America 23%
Japan 7%
Pacific
Other Equity

Equity Capitalisation

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

Top 10 holdings

As at: 31/03/2012
7.79% Fidelity Strategic Bond Inc
6.55% Invesco Sterling Bond A
6.5% Brown Advisory American A Gbp
6.49% Artemis Income R Inc
5.89% F&c Ftse All Share Tracker 1 Inc
4.73% Glg Japan Core Alpha Ret Acc
4.46% Baillie Giff Corporate Bond A Inc
4.36% Schroder Uk Alpha Plus A Acc
4.36% Blackrock Uk Focus Ff
4.2% Blackrock European Dynamic A 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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