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EFA TACTICA GROWTH PORTFOLIO - Portfolio

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Find rated mixed investment 40-85% shares funds


Asset allocation

efa tactica growth portfolio asset allocation illustration
Allocation Proportion
Equity 81%
High yield bonds 2%
Quality bonds 1%
Property
Commodities
Hedge 15%
Fund cash 1%

Equity Geographic

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

Equity Capitalisation

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

Top 10 holdings

As at: 31/10/2011
23.6% Gms Global Equity Portfolio
15.6% Gs Global Core Equity Portfolio A Usd
14.7% Gs Absolute Return Tracker
4.4% Wellington Emerging Markets
2.6% Gs Global High Yield Portfolio Inc Usd
2.6% T Rowe Global High Yield Bond Ah Eur
2.1% First State Global Emerging Markets Leaders A Gbp Acc
2% Gs Global Fixed Income Portfolio I Usd
1.8% Ishares Msci Japan Inc Gbp
1.2% Treasury 2.75% Gilt 22/01/15 Gbp
Source: Trustnet

Equity by sector

Equities 73%
Hedge 15%
Investment Grade Bonds 7%
High Yield Bond 5%
Money Market 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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