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IFDS OMNIS CAUTIOUS A - Portfolio

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Find rated mixed investment 20-60% shares funds


Asset allocation

ifds omnis cautious a asset allocation illustration
Allocation Proportion
Equity 62%
High yield bonds
Quality bonds 27%
Property 2%
Commodities 5%
Hedge 2%
Fund cash 2%

Equity Geographic

ifds omnis cautious a equity geographic illustration
Allocation Proportion
UK 60%
Europe 20%
Nth America 10%
Japan 5%
Pacific 5%
Other Equity 0%

Equity Capitalisation

ifds omnis cautious a equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Top 10 holdings

No information available.

Equity by sector

No data available.

As at: 29/02/2012
30.5% UK
27.6% International
14.8% Not Specified
7.7% Money Market
7.7% USA
4.1% Asia
3.2% Europe ex UK
3.2% Japan
1.2% Global Emerging Markets
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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