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Bestinvest rating
As at: 29/02/2012 3.3% Ashtead Group 3.3% Wood Group(john) 3.2% Premier Oil 3.1% Telecity Group 3% Babcock International Group 2.9% Spectris 2.8% Aberdeen Asset Management Plc 2.7% Ite Group 2.6% Inchcape Plc 2.4% Croda International Plc Source: Trustnet
As at: 29/02/2012 97.7% UK 2.3% Money Market Source: Trustnet
The portfolio will generally hold 70-80 stocks with individual positions ranging from 3% (core stocks) to 1% (higher risk stocks).
There are no sector controls. Max individual holding 5%. At least 80% of the portfolio must be from the FTSE Mid 250. 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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