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No Bestinvest rating Find rated uk equity and bond income funds
As at: 29/02/2012 6.3% Royal Dutch Shell 5.5% British American Tobacco 4.6% Glaxosmithkline 4.6% Vodafone Group 3.9% Bp 3.7% Hsbc Hldgs 2.1% United Utilities Group Plc 1.9% Lloyds Banking Group Plc 1.7% Astrazeneca Plc 1.6% Pennon Group Source: Trustnet
As at: 29/02/2012 98.6% UK 1.4% Money Market Source: Trustnet
The official benchmark is a composite index comprised of two-thirds the FTSE All-Share Index and one-third the FTSE UK All Stocks Index. 60-70 equity holdings.
Equity weighting: Minimum of 55% in large caps; maximum 10% in small caps. Economic group weightings are limited to +/- 10% relative to the FTSE All Share, other than -15% services, +15% utilities. There are some limits placed on the portfolio but these could result in significant divergences from the benchmark from time to time.
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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