Fig 1.2
Contained within Fund Holding Analysis is data on top 10 holdings and geographical / sector weightings (see fig 1.1)
Top 10 holdings (see fig 1.2) is a
list of the fund’s 10 largest equity holdings and an other category (any
shares outside the top 10). A pie chart is also available to provide a graphical
representation of percentage holdings.
Fig 1.2
The second set of data will vary between sector weightings, geographical weightings or both, depending on the fund in question.
Sector weightings (see fig 1.3) will display which share sectors the fund has invested into and in what quantities (by percentage).
Fig 1.3
Geographical Weightings (see fig. 1.4) will display a list of the countries / regions where the fund holds equities (by percentage).
Fig 1.4
The fund’s current
price is also available.