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EFA TACTICA CAUTIOUS PORTFOLIO - Portfolio

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Find rated mixed investment 20%-60% shares funds


Asset allocation

efa tactica cautious portfolio asset allocation illustration
Allocation Proportion
Equity 46%
High yield bonds 5%
Quality bonds 33%
Property
Commodities
Hedge 15%
Fund cash 1%

Equity Geographic

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

Equity Capitalisation

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

Top 10 holdings

As at: 31/10/2011
14.1% Gs Absolute Return Tracker
11.9% Gs Global Fixed Income Plus Portfolio Hedge Eur
10.4% Gms Global Equity Portfolio
8.4% Gs Global Core Equity Portfolio A Usd
4% Gs Global High Yield Portfolio Inc Usd
3.9% T Rowe Global High Yield Bond Ad Usd
2.6% Landwirtschaftliche Rentenbank 3.25% Mtn 07/12/16 Gbp1000
2.4% Treasury 4% Gilt 7/09/2016
2.4% Bank Nederlandse Gemeenten 4.75% Emtn 22/04/13 Gbp1000
2.3% Caisse D`amort Dette(cades) 3.75% Mtn 08/09/14 Gbp1000
Source: Trustnet

Equity by sector

Equities 37%
Investment Grade Bonds 36%
Hedge 16%
High Yield Bond 8%
Money Market 4%
Currency -1%

No information available.

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. 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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