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WAY MA CAUTIOUS PORTFOLIO B - Portfolio

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Find rated mixed investment 20-60% shares funds


Asset allocation

way ma cautious portfolio b asset allocation illustration
Allocation Proportion
Equity 39%
High yield bonds 10%
Quality bonds
Property 10%
Commodities 15%
Hedge 24%
Fund cash 2%

Equity Geographic

way ma cautious portfolio b equity geographic illustration
Allocation Proportion
UK 39%
Europe 16%
Nth America 10%
Japan 10%
Pacific 15%
Other Equity 10%

Equity Capitalisation

way ma cautious portfolio b equity capitalisation illustration
Allocation Proportion
Large Caps 80%
Mid Caps 15%
Small Caps 5%

Top 10 holdings

No information available.

Equity by sector

Equities 35%
Fixed Interest 24%
Alternative Assets 17%
Money Market 13%
Commodity & Energy 4%
Private Equity 4%
Hedge 2%
Property Shares 1%

As at: 29/02/2012
59% International
21% Others
13% Money Market
7% Not Specified
Source: Trustnet

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. 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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