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No Bestinvest rating Find rated north america funds
As at: 29/02/2012 4.8% Apple Inc 2.7% Wells Fargo & Co 2.4% Citigroup Inc 2.4% Comcast Corp(new) 2.2% Jpmorgan Chase & Co 2.1% General Dynamics Corp 2.1% Adobe Systems Inc 2% Illinois Tool Works Inc 2% Kraft Foods Inc 2% Time Warner Cable Inc Source: Trustnet
As at: 29/02/2012 100% USA 100% USA Source: Trustnet
Number of holdings 70-90.
Sector positions are restricted to +/- 12.5% deviation from benchmark weightings (Russell 1000), individual stock positions +/- 7.5%. Maximum 5% cash. There are some limits placed on the portfolio but these could result in significant divergences from the benchmark from time to time.
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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