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CF JM FINN UK PORTFOLIO - Portfolio

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Asset allocation

cf jm finn uk portfolio asset allocation illustration
Allocation Proportion
Equity 100%
High yield bonds
Quality bonds 0%
Property
Commodities
Hedge
Fund cash 0%

Equity Geographic

cf jm finn uk portfolio equity geographic illustration
Allocation Proportion
UK 95%
Europe 5%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%

Equity Capitalisation

cf jm finn uk portfolio equity capitalisation illustration
Allocation Proportion
Large Caps 60%
Mid Caps 26%
Small Caps 14%

Top 10 holdings

As at: 29/02/2012
5.5% Bg Group
5.08% Royal Dutch Shell
4.58% Diageo
4.03% Pearson
3.85% Tullow Oil Plc
3.83% Vodafone Group
3.73% Unilever
3.72% Amec Plc
3.68% Bp
3.19% Rio Tinto
Source: Trustnet

Equity by sector

Oil & Gas 27%
Financials 21%
Consumer Goods 10%
Industrials 10%
Utilities 8%
Basic Materials 7%
Consumer Services 6%
Health Care 5%
Telecommunications 4%
Corporate Bonds 1%

As at: 29/02/2012
100% UK
100% UK
Source: Trustnet

Portfolio details


No information available.

Constraints


No information available.

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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