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M&G CAUTIOUS MULTI ASSET A - Portfolio

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Find rated mixed investment 20-60% shares funds


Asset allocation

m&g cautious multi asset a asset allocation illustration
Allocation Proportion
Equity 60%
High yield bonds 5%
Quality bonds 15%
Property 10%
Commodities 0%
Hedge 5%
Fund cash 5%

Equity Geographic

m&g cautious multi asset a equity geographic illustration
Allocation Proportion
UK 80%
Europe 20%
Nth America 0%
Japan 0%
Pacific 0%
Other Equity 0%

Equity Capitalisation

m&g cautious multi asset a equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Top 10 holdings

As at: 29/02/2012
17.8% United States Of Amer Treas Bills 0% Tb 29/03/12 Usd1000
13.5% Ishares Ftse 100 Gbp
6.2% M&g Property Portfolio A Inc Gbp
5.1% M&g Global Leaders A Inc Gbp
4.4% Ishares S&p 1500 Index
4.1% M&g High Yield Corporate Bond X Acc Gbp
3.5% M&g Optimal Income A Acc Gbp
3% Glg Japan Core Alpha Ret Acc
3% Ishares Msci Korea Gbp
2.9% Malaysia 4.262% Bds 15/09/16 Myr1
Source: Trustnet

Equity by sector

No data available.

As at: 29/02/2012
24.6% Not Specified
24.5% UK
16.8% Asia Pacific ex Japan
14.4% Money Market
9.4% USA
4.4% Others
3.7% Japan
2.2% Europe ex UK
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.

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