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First State ... funds

HALIFAX ETHICAL C - Portfolio

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Asset allocation

halifax ethical c asset allocation illustration
Allocation Proportion
Equity 95%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash 5%

Equity Geographic

halifax ethical c equity geographic illustration
Allocation Proportion
UK 14%
Europe 26%
Nth America 47%
Japan 8%
Pacific 5%
Other Equity 0%

Equity Capitalisation

halifax ethical c equity capitalisation illustration
Allocation Proportion
Large Caps 71%
Mid Caps 19%
Small Caps 10%

Top 10 holdings

As at: 31/08/2011
5.6% Apple Inc
4.3% Coca-cola Co
3.8% Pfizer Inc
3.7% Vodafone Group
3.4% Goldcorp Inc
3.4% O Reilly Automotive Inc
3.2% Bg Group
3.2% Royal Dutch Shell
3.1% Medtronic Inc
3.1% Rhoen Klinikum Ag
Source: Trustnet

Equity by sector

No data available.

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Portfolio details


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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. Any yields quoted cannot be taken as a reliable indicator 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. Prevailing tax rates and relief are dependent on your individual circumstances and are subject to change.

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