Fantasy Fund Manager

This has to be one of the best things on the internet right now.

Exactly as it says on the tin really, I have £100k to invest in JPMorgan funds over the next few months (starting in the new financial year).

The funds I've invested in are:

JPMorgan UK Dynamic: 25%

Which has a 90% : 10% split between UK and Money market weighting respectively. I expect the Money Market will perform well with the global instibility so having a 10% stake should offset the volatile holdings (such as HSBC and BAE), though larger holdings are in more stable companies like Tesco and Vodafone which have shown consistent growth in market share and asset value.

Aberdeen Emerging Markets: 25%

Funny old name for a fund, especially when the holdings are distributed between:
Brazil, India, Mexico, Hong Kong, Korea, China, South Africa, Israel, Thailand etc. Again, I hope this will capitolise where the instability of the West is propped up by global primary industries. Let's hope the government keeps using `protectionism` as a taboo...

AEGON UK Equity A GBP 10%

... But if they don't, it's good to have some interest in UK based brands such as BAE, Vodafone, BP, Glaxo etc.

M&G Optimal Income A Inc 25%

Nice solid brands, like McDonalds, Vodafone, France Telecom, Tesco, Walmart etc.

Cash 15%
Nice lovely Cash...

So in Summary:
Here's a lovely pie chart.