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Bestinvest rating
As at: 29/02/2012 4.1% Glaxosmithkline 3.7% Reed Elsevier 3.6% Sage Group 3.6% Compass Group 3.6% Bp 3.6% Capita Plc 3.6% Unilever 3.5% Imperial Tobacco Group 3.5% British American Tobacco 3.4% Next Source: Trustnet
As at: 29/02/2012 89.9% UK 10.1% Money Market Source: Trustnet
30-40 stocks.Average individual holding is typically 3%, with new positions starting at 1.5%.
Up to 10% can be invested in overseas companies. Typically fully invested but up to 20% may be held in cash. 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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