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ELITE FITZWILLIAM STRATEGIC BOND - Portfolio

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Find rated £ strategic bond funds


Asset allocation

elite fitzwilliam strategic bond asset allocation illustration
Allocation Proportion
Equity 0%
High yield bonds 30%
Quality bonds 61%
Property
Commodities
Hedge
Fund cash 9%

Equity Geographic

elite fitzwilliam strategic bond equity geographic illustration
Allocation Proportion
UK 100%
Europe
Nth America
Japan
Pacific
Other Equity

Equity Capitalisation

No data available.

Top 10 holdings

As at: 31/01/2012
9.58% Muzinich Short Duration High Yield Hedged R Nok
9.54% Pimco Global Real Return Z Inc Usd
9.31% Brevan Howard Emerging Markets
9.04% Kames High Yield Bond A Inc
7.52% Schroder Cqs Long Short Credit
7.2% Bluebay High Yield Bond D Gbp
6.56% Thames River High Income Dis Gbp
5.57% Bluebay Emerging Market Local Currency Bond R Eur
4.37% Thames River Global Bond Gbp Hedged Eur
Source: Trustnet

Equity by sector

No data available.

No information available.

Portfolio details


No information available.

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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