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UBS US GROWTH A - Portfolio

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Asset allocation

ubs us growth a asset allocation illustration
Allocation Proportion
Equity 97%
High yield bonds
Quality bonds
Property
Commodities
Hedge
Fund cash 3%

Equity Geographic

ubs us growth a equity geographic illustration
Allocation Proportion
UK 0%
Europe 10%
Nth America 90%
Japan 0%
Pacific 0%
Other Equity 0%

Equity Capitalisation

ubs us growth a equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 20%
Small Caps 0%

Top 10 holdings

As at: 29/02/2012
8% Apple Inc
4.1% Visa Inc
3.7% Google Inc
3.5% Las Vegas Sands Corp
3.4% Amazon Com Inc
3.2% Priceline.com Inc
3.1% Cvs Caremark Corp
3% Estee Lauder Companies Inc
3% Qualcomm Inc
2.8% Express Scripts Inc
Source: Trustnet

Equity by sector

Information Technology 36%
Consumer Discretionary 23%
Health Care 12%
Energy 8%
Industrials 7%
Consumer Staples 6%
Materials 3%
Telecommunications Utilities 2%
Others 1%
Financials 1%

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

Portfolio details


No information available.

Constraints


35-55 stocks. Typically 5% weight but max 8% . Sector weights +/- 15% vs benchmark. Max 5% in cash.

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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