Investboard …
Illustrative portfolio
Names and figures are illustrative, not current market data.
of shares plus corporate and unclassified bonds · at least
Equity ownership totals 6.4% of the valued whole portfolio, including 4.0% directly and 2.4% through 3 funds.
Several securities can depend on the same business. The 5.0% line is a general review reference; your personal limit belongs in the strategy you choose.
Would you choose this combined exposure to Apple Inc. when setting a company limit across direct holdings, funds and bonds?
Apple Inc.: at least 7.7% of the company-risk book, above the general 5.0% review reference. This denominator includes equities, corporate and unclassified bonds; it excludes cash and sovereign bonds. Apple Inc.: 6.4% of the valued portfolio in equity ownership. Direct ownership: 4.0%; iShares Core MSCI World UCITS ETF: 1.2%; Vanguard FTSE All-World UCITS ETF: 0.7%.
Equity value covered by look-through: 93.0%.