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Bestinvest rating
As at: 30/11/2011 3.5% Pfizer Inc 3.1% Qualcomm Inc 2.9% Apple Inc 2.9% Coca-cola Co 2.7% Intel Corp 2.6% Cisco Systems Inc 2.6% Lilly(eli)& Co 2.6% Chevron Corp 2.4% Oracle Corp 2.3% Procter & Gamble Co Source: Trustnet
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As at 30/05/11: 81 holdings.
50-80 stocks in the portfolio with a standard weighting of 2%, a lower initial level of 1 - 1.5% for new holdings and up to 3.5% for highest conviction stocks. 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. 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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