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Hargreaves Lansdown
 

HL Multi-Manager Inc & Growth Portfolio Accumulation Units

Sell : 93.77p | Buy : 98.70p | up 0.22p
Last valuation as at 18-03-2010

Asset allocation

Standard

Asset Allocation
Managed Funds 99.32%
Cash and Equiv. 0.68%

X-ray

X-ray asset allocation
UK Equities 81.50%
International Equities 12.11%
Cash and Equiv. 2.84%
Property 1.12%
Other 0.83%
UK Corporate Bonds 0.55%
International Bonds 0.54%
Investment Trusts 0.47%
Managed Funds 0.04%

IMA sector allocation

Asset Allocation
UK Equity Income 69.52%
UK Equity Income and Growth 21.94%
Asia Pacific (offshore) 5.45%
UK Smaller Companies 2.40%
Cash and Equiv. 0.68%

Standard top 10 holdings

Stock name % Weight Sector
1 Artemis Income 21.67% UK Equity Income
2 PSigma Income 14.00% UK Equity Income
3 J O Hambro (CM) UK Equity Income 13.07% UK Equity Income
4 Invesco Perpetual High Income 11.43% UK Equity Income and Growth
5 Threadneedle UK Equity Alpha Income 10.81% UK Equity Income
6 Invesco Perpetual Income 10.51% UK Equity Income and Growth
7 Jupiter Income 9.96% UK Equity Income
8 First State Global Asian Equity Plus Class I 5.45% Equity-Asia Pacific ex Japan
9 Old Mutual UK Select Smaller Companies (Dublin) 1.35% UK Smaller Companies
10 Old Mutual UK Select Smaller Companies 1.05% UK Smaller Companies

X-ray top 10 holdings

Stock name % Weight Country Sector
1 GlaxoSmithKline 5.76% United Kingdom Pharmaceuticals & Biotechnology
2 Vodafone Group 4.58% United Kingdom Mobile Telecommunications
3 BP 4.52% United Kingdom Oil & Gas Producers
4 AstraZeneca 4.40% United Kingdom Pharmaceuticals & Biotechnology
5 Royal Dutch Shell B 4.01% United Kingdom Oil & Gas Producers
6 British American Tobacco 3.00% United Kingdom Tobacco
7 HSBC Holdings PLC (UK Reg) 2.78% United Kingdom Banks
8 Centrica 2.65% United Kingdom Gas, Water & Multiutilities
9 Imperial Tobacco Group 2.22% United Kingdom Tobacco
10 BG Group 1.77% United Kingdom Oil & Gas Producers

Where are the underlying funds invested?

UK Equities Int'l Equities UK Bonds Int'l Bonds UK Gilts Managed Funds Property Other Cash and Equiv. Total
Basic Materials 0.76% 0.23% 1.00%
Consumer Goods 9.80% 3.68% 0.02% 13.50%
Consumer Services 11.13% 0.68% 11.80%
Financials 12.63% 0.96% 0.34% 0.23% 1.12% 0.47% 15.74%
Health Care 10.50% 1.24% 11.73%
Industrials 9.98% 1.15% 0.00% 11.14%
Oil & Gas 10.68% 0.66% 11.34%
Technology 0.76% 0.42% 0.11% 1.29%
Telecommunications 6.85% 2.00% 0.21% 9.06%
Utilities 8.39% 1.10% 0.18% 9.67%
Property
Cash and Equiv. 2.79% 2.79%
Managed Funds 0.04% 0.04%
Bonds 0.02% 0.02%
Non-Classified 0.02% 0.00% 0.83% 0.04% 0.90%
Total 81.50% 12.11% 0.55% 0.54% 0.04% 1.12% 1.30% 2.84% 100.00%

Data accurate as at 01/03/2010

Data provided by
FundsLibrary


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