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WILLIAMS DE BROE ASSETMASTER CAUTIOUS - Portfolio

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Find rated mixed investment 20-60% shares funds


Asset allocation

williams de broe assetmaster cautious  asset allocation illustration
Allocation Proportion
Equity 40%
High yield bonds
Quality bonds 34%
Property 7%
Commodities
Hedge 16%
Fund cash 3%

Equity Geographic

williams de broe assetmaster cautious  equity geographic illustration
Allocation Proportion
UK 84%
Europe 5%
Nth America 4%
Japan
Pacific
Other Equity 7%

Equity Capitalisation

williams de broe assetmaster cautious  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


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Constraints


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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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