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Bestinvest
First State ... funds

UBS TARGETED RETURN A - Portfolio

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Asset allocation

ubs targeted return a asset allocation illustration
Allocation Proportion
Equity 80%
High yield bonds 5%
Quality bonds 10%
Property
Commodities
Hedge
Fund cash 5%

Equity Geographic

ubs targeted return a equity geographic illustration
Allocation Proportion
UK 50%
Europe 15%
Nth America 20%
Japan 5%
Pacific 10%
Other Equity 0%

Equity Capitalisation

ubs targeted return a equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Top 10 holdings

No information available.

Equity by sector

No data available.

No information available.

Portfolio details


No information available.

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. Any yields quoted cannot be taken as a reliable indicator 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. 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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