020 7189 9999

Monday to Friday 7.45am - 6.00pm
Saturday 9.30am - 1.30pm

Bestinvest
Fund search

EFA TACTICA BALANCED PORTFOLIO - Portfolio

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


Asset allocation

efa tactica balanced portfolio asset allocation illustration
Allocation Proportion
Equity 65%
High yield bonds 3%
Quality bonds 16%
Property
Commodities
Hedge 15%
Fund cash 1%

Equity Geographic

efa tactica balanced portfolio equity geographic illustration
Allocation Proportion
UK 19%
Europe 8%
Nth America 63%
Japan 10%
Pacific
Other Equity

Equity Capitalisation

efa tactica balanced portfolio equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Top 10 holdings

As at: 31/10/2011
16.8% Gms Global Equity Portfolio
13.5% Gs Absolute Return Tracker
12.5% Gs Global Core Equity Portfolio A Usd
9.5% Gs Global Fixed Income Plus Portfolio Hedge Eur
3.6% Wellington Emerging Markets
3% Gs Global High Yield Portfolio Inc Usd
2.9% T Rowe Global High Yield Bond Ad Usd
1.7% Ishares Msci Japan Inc Gbp
1.3% Treasury 4% Gilt 7/09/2016
1.3% Gs Dynamic Opportunities
Source: Trustnet

Equity by sector

Equities 47%
Investment Grade Bonds 19%
Hedge 15%
Money Market 9%
High Yield Bond 6%
Global Emerging Market Equities 5%
Currency 0%

No information available.

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.

Bestinvest (Brokers) Ltd & Bestinvest (Consultants) Ltd are authorised and regulated by the Financial Services Authority. This site is for UK Investors only

Version: 4.1.2