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CITY FINANCIAL DIVERSIFIED PORTFOLIO A - Portfolio

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Find rated mixed investment 0-35% shares funds


Asset allocation

city financial diversified portfolio a asset allocation illustration
Allocation Proportion
Equity 50%
High yield bonds
Quality bonds 20%
Property 5%
Commodities 10%
Hedge 10%
Fund cash 5%

Equity Geographic

city financial diversified portfolio a equity geographic illustration
Allocation Proportion
UK 20%
Europe 30%
Nth America 30%
Japan 5%
Pacific 10%
Other Equity 5%

Equity Capitalisation

city financial diversified portfolio a equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Top 10 holdings

No information available.

Equity by sector

Fixed Interest 48%
Alternative Assets 20%
Equities 15%
Money Market 14%
Commodity & Energy 4%

As at: 29/02/2012
71.81%Not Specified
13.5% Money Market
9.08% UK
2.98% Asia Pacific ex Japan
2.63% Japan
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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