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F&C STEWARDSHIP GROWTH 1 - Portfolio

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Find rated uk all companies funds


Asset allocation

f&c stewardship growth 1 asset allocation illustration
Allocation Proportion
Equity 93%
High yield bonds
Quality bonds 0%
Property 0%
Commodities
Hedge
Fund cash 7%

Equity Geographic

f&c stewardship growth 1 equity geographic illustration
Allocation Proportion
UK 99%
Europe 0%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 1%

Equity Capitalisation

f&c stewardship growth 1 equity capitalisation illustration
Allocation Proportion
Large Caps 48%
Mid Caps 32%
Small Caps 20%

Top 10 holdings

As at: 31/03/2012
7.01% Vodafone Group
6.8% Bg Group
5.99% Hsbc Hldgs
3.26% Standard Chartered
2.18% Sse Plc
2.06% Informa Plc
1.99% Bunzl
1.93% Burberry Group
1.92% Pearson
1.92% Tullow Oil Plc
Source: Trustnet

Equity by sector

Financials 24%
Industrials 22%
Consumer Services 15%
Money Market 11%
Oil & Gas 10%
Telecommunications 7%
Utilities 6%
Technology 6%

As at: 31/03/2012
89.1% UK
10.9% Money Market
Source: Trustnet

Portfolio details


Due to the ethical constraints there are large parts of the index that are excluded from investment. Around 120 stocks with bias to mid and smaller companies.

Constraints


Due to the ethical considerations, a large part of the FTSE All Share Index is excluded from possible investment.
The portfolio usually has very little commonality with the benchmark and so performance can be expected to differ markedly on occasions.

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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