020 7189 9999

Mon to Fri 7.45am - 6.00pm
Sat 9.30am - 1.30pm

Bestinvest
Fund search

WILLIAMS DE BROE ASSETMASTER BALANCED - Portfolio

No Bestinvest rating
Find rated mixed investment 40-85% shares funds


Asset allocation

williams de broe assetmaster balanced  asset allocation illustration
Allocation Proportion
Equity 53%
High yield bonds
Quality bonds 10%
Property 11%
Commodities
Hedge 25%
Fund cash 1%

Equity Geographic

williams de broe assetmaster balanced  equity geographic illustration
Allocation Proportion
UK 33%
Europe 22%
Nth America 20%
Japan
Pacific
Other Equity 25%

Equity Capitalisation

williams de broe assetmaster balanced  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

Version: 4.0.43