020 7189 9999

Monday to Friday 7.45am - 6.00pm
Saturday 9.30am - 1.30pm

Bestinvest
Fund search

HALIFAX CAUTIOUS MANAGED LF - Portfolio

No Bestinvest rating


Asset allocation

halifax cautious managed lf asset allocation illustration
Allocation Proportion
Equity 44%
High yield bonds
Quality bonds 50%
Property
Commodities
Hedge
Fund cash 6%

Equity Geographic

halifax cautious managed lf equity geographic illustration
Allocation Proportion
UK 100%
Europe 0%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%

Equity Capitalisation

halifax cautious managed lf equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Top 10 holdings

As at: 31/12/2011
5.4% Ftse 100 Idx Fut Future Mar2012 16/03/2012
5.3% Swip Global Liquidity Advisory Gbp
3.3% Vodafone Group
3.3% Treasury 4.5% Gilt 7/9/2034 Gbp0.01
3.2% Bp
2.7% Glaxosmithkline
2.5% Hsbc Hldgs
2.2% Royal Dutch Shell
2.2% British American Tobacco Hldgs
2.1% Treasury 2 1/2% Idx-linked Gilt 2016
Source: Trustnet

Equity by sector

Oil & Gas 22%
Consumer Goods 16%
Financials 13%
Health Care 10%
Consumer Services 10%
Basic Materials 9%
Industrials 7%
Telecommunications 7%
Utilities 4%
Technology 1%

As at: 31/12/2011
93.3% UK
4.1% Europe ex UK
2.6% 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

Version: 4.1.2