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UBS US 130/30 EQUITY - Portfolio

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Asset allocation

ubs us 130/30 equity asset allocation illustration
Allocation Proportion
Equity 130%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash -30%

Equity Geographic

ubs us 130/30 equity equity geographic illustration
Allocation Proportion
UK
Europe
Nth America 100%
Japan
Pacific
Other Equity

Equity Capitalisation

ubs us 130/30 equity equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Top 10 holdings

As at: 29/02/2012
5.6% Apple Inc
4% Amazon Com Inc
3.9% Time Warner Cable Inc
3.8% General Dynamics Corp
3.6% Kroger Co
Source: Trustnet

Equity by sector

Information Technology 20%
Financials 15%
Consumer Discretionary 13%
Energy 13%
Health Care 13%
Industrials 11%
Consumer Staples 9%
Materials 3%
Utilities 3%
Others 0%

As at: 29/02/2012
100% USA
100% USA
Source: Trustnet

Portfolio details


Between 80-120 stocks, roughly 30% of which will be invested in 'short' positions.

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

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