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Bestinvest
First State ... funds

F&C LIFESTYLE GROWTH - Portfolio

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Asset allocation

f&c lifestyle growth asset allocation illustration
Allocation Proportion
Equity 85%
High yield bonds
Quality bonds 8%
Property 2%
Commodities
Hedge
Fund cash 5%

Equity Geographic

f&c lifestyle growth equity geographic illustration
Allocation Proportion
UK 57%
Europe 8%
Nth America 11%
Japan 6%
Pacific 7%
Other Equity 11%

Equity Capitalisation

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

Top 10 holdings

As at: 30/09/2011
7.79% Schroder Uk Core A Acc
7.78% First State Asia Pacific Leaders B Gbp Acc
7.02% Jupiter Growth & Income Inc
7.01% F&c Ftse All Share Tracker 1 Inc
5.83% Artemis Income R Inc
5.8% Aberdeen Emerging Markets A
5.7% Stan Life Inv Uk Equity Income Unconstrained Inst Inc
5.69% Schroder Uk Alpha Plus A Inc
5.56% Blackrock Uk Special Situations A Inc
4.11% Blackrock European Dynamic D 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. 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.

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