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GAM PORTFOLIO - Portfolio

No Bestinvest rating
Find rated mixed investment 40-85% shares funds


Asset allocation

gam portfolio asset allocation illustration
Allocation Proportion
Equity 96%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash 4%

Equity Geographic

gam portfolio equity geographic illustration
Allocation Proportion
UK 57%
Europe 14%
Nth America 14%
Japan 3%
Pacific 5%
Other Equity 7%

Equity Capitalisation

gam portfolio equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 20%
Small Caps 0%

Top 10 holdings

As at: 29/02/2012
19.1% Johcm Uk Opportunities Inst Acc
19.1% Investec
19% Ep Global Opportunities I Gbp
11.6% S&w Aubrey Global Conviction R Acc
9.7% Majedie Asset Mgmt Investment Fund
9.7% Schroder
6.2% Thames River Global Bond Gbp Hedged Eur
3.5% Ishares Ftse Uk All Stocks Gilt Eur
Source: Trustnet

Equity by sector

No data available.

As at: 29/02/2012
61.12%UK
36.84%International
2.04% Money Market
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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