Factsheet: F&C MM Lifestyle Cautious B Inc

Name
F&C MM Lifestyle Cautious B Inc
Manager
BMO (F&C Management Ltd)
Type
Open Ended Investment Company
ISIN
GB00B4YRCK80
Sector
Unclassified Sector
Launched
22/06/2009
OCF
1.06 %
Risk Rating
4
3 Year Sharpe
0.86
Yield
1.8 %
Benchmark
Com Based on Targt Asset Aloc
The Lifestyle Cautious risk profile matching portfolio will invest in UK equities and corporate bonds with a lower exposure to property and a greater exposure to non-UK equities, all primarily through collective investment schemes. The Fund may also hold transferable securities, money market instruments, and collective investment schemes and may use derivatives to increase, maintain, and reduce its investment exposures.
Holding %
Royal London Sterling Credit Z Inc 5.90 %
Majedie Asset Mgmt US Equity Z GBP Acc 5.64 %
F&C FTSE All-Share Tracker Fd 4 5.49 %
Janus Henderson Strategic Bond I Inc 4.46 %
Majedie UK Income X Inc 4.28 %
HSBC S&P 500 ETF 4.11 %
Man GLG Undervalued Assets Profl Inc D 4.05 %
Eastspring Inv Japan Dynamic CG 4.03 %
River & Mercantile UK Equity Income B 3.71 %
IP Tactical Bond No Trail Inc 3.68 %
Region %
United Kingdom 36.22 %
United States 18.79 %
Japan 15.15 %
Asia - Emerging 11.03 %
Asia - Developed 6.06 %
Eurozone 5.93 %
Sector %
Financial Services 21.89 %
Consumer Cyclical 14.67 %
Technology 14.61 %
Industrials 10.29 %
Basic materials 8.92 %
Energy 8.51 %
Consumer Defensive 6.95 %
Healthcare 5.57 %
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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