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Bestinvest rating
As at: 31/03/2012 7.6% Royal Dutch Shell 6.1% Bp 5.8% Glaxosmithkline 4.8% Vodafone Group 4.6% British American Tobacco 4.2% Hsbc Hldgs 3.4% Imperial Tobacco Group 3.3% Smith(ds) 3% Xstrata Plc 2.8% Bg Group Source: Trustnet
As at: 31/03/2012 99% UK 1% Money Market Source: Trustnet
The fund will typically hold 50-65 holdings.
Sector constraints are flexible and can be as high as +/- 15% relative to the fund's benchmark. The tracking error is considered the most important risk target and the range is 4-7%. The portfolio usually has very little commonality with the benchmark and so performance can be expected to differ markedly on occasions.
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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