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PFS PAN BALANCED A - Portfolio

No Bestinvest rating
Find rated mixed investment 40-85% shares funds


Asset allocation

pfs pan balanced a asset allocation illustration
Allocation Proportion
Equity 88%
High yield bonds
Quality bonds 12%
Property
Commodities
Hedge
Fund cash

Equity Geographic

pfs pan balanced a equity geographic illustration
Allocation Proportion
UK 48%
Europe 11%
Nth America 11%
Japan 10%
Pacific 10%
Other Equity 10%

Equity Capitalisation

pfs pan balanced a equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Top 10 holdings

As at: 30/11/2011
18.7% Axa Sterling Credit Short Duration Bond H Acc
9.3% Pimco Sterling Short Mat Gbp
6.9% Ishares S&p Commodity Producers Gold Gbp
Source: Trustnet

Equity by sector

No data available.

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Portfolio details


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Constraints


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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.

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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