Factsheet: F&C MM Lifestyle Balanced B Inc

Name
F&C MM Lifestyle Balanced B Inc
Manager
BMO (F&C Management Ltd)
Type
Open Ended Investment Company
ISIN
GB00B503GT43
Sector
Unclassified Sector
Launched
22/06/2009
OCF
1.11 %
Risk Rating
4
3 Year Sharpe
0.80
Yield
1.8 %
Benchmark
Com Based on Targt Asset Aloc
The Lifestyle Balanced risk profile matching portfolio will invest in UK equities with the balance of the Fund allocated across a principle non-UK equity markets including some exposure to emerging markets and UK corporate bonds with an allocation to property, all primarily through collective investment schemes. The Fund may also hold transferable securities, money market instruments, and may use derivatives to increase, maintain, and reduce its investment exposures.
Holding %
F&C FTSE All-Share Tracker Fd 4 6.56 %
Majedie Asset Mgmt US Equity Z GBP Acc 5.71 %
Royal London Sterling Credit Z Inc 5.51 %
Majedie UK Income X Inc 5.32 %
Eastspring Inv Japan Dynamic CG 4.79 %
Man GLG Undervalued Assets Profl Inc D 4.79 %
River & Mercantile UK Equity Income B 4.49 %
HSBC S&P 500 ETF 4.27 %
Jupiter UK Smaller Companies Fd I 3.99 %
IP Tactical Bond No Trail Inc 3.72 %
Region %
United Kingdom 35.74 %
United States 15.98 %
Japan 13.91 %
Asia - Emerging 13.69 %
Asia - Developed 6.97 %
Eurozone 6.08 %
Sector %
Financial Services 22.17 %
Technology 14.70 %
Consumer Cyclical 14.51 %
Industrials 10.19 %
Basic materials 9.12 %
Energy 8.61 %
Consumer Defensive 6.80 %
Healthcare 5.16 %
Name
BMO (F&C Management Ltd)
Address
United Kingdom
UCITS
No
Legal Structure
Open Ended Investment Company

Managers

Gary Potter
Joined 04/01/2011

Gary Potter joined Thames River in August 2007. He was at Credit Suisse from 2001, jointly responsible with Robert Burdett for their Multi-Manager funds. Prior to that he was at Rothschild Asset Management Limited (RAM) where he was a main board director and jointly responsible for their Multi-Manager business. His investment experience commenced in private client fund management in 1981 where responsibilities extended to a specific focus on asset allocation and stock research, moving into the multi- manager field in 1992. He is a member of the Securities Institute.

Gary Potter
Joined 04/01/2011

Gary Potter joined Thames River in August 2007. He was at Credit Suisse from 2001, jointly responsible with Robert Burdett for their Multi-Manager funds. Prior to that he was at Rothschild Asset Management Limited (RAM) where he was a main board director and jointly responsible for their Multi-Manager business. His investment experience commenced in private client fund management in 1981 where responsibilities extended to a specific focus on asset allocation and stock research, moving into the multi- manager field in 1992. He is a member of the Securities Institute.

Data provided by Morningstar.

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