Portfolio breakdown

Assets 29/02/2020

Category Value
Equity 94.1%
Physical Gold and Silver 3.4%
Cash & Equivalents 2.5%

Country 29/02/2020

Category Value
United Kingdom 87.3%
United States 6.8%
Physical Gold and Silver 3.4%
Cash & Equivalents 2.5%

Sector 29/02/2020

Category Value
Industrials 29.0%
Financials 18.9%
Consumer Services 15.4%
Consumer Goods 11.6%
Oil & Gas 9.2%
Health Care 3.9%
Physical Gold & Silver 3.2%
Basic Materials 3.0%
Cash & equivalents 2.9%
Telecommunications 2.8%

Top 10 Holdings 29/02/2020

Category Value
Capita PLC 7.1%
Travis Perkins PLC 6.9%
Grafton Group PLC 4.9%
Royal Dutch Shell PLC Class B 4.5%
BP PLC 4.3%
Tesco PLC 4.0%
GlaxoSmithKline PLC 3.8%
Barclays PLC 3.6%
Royal Bank of Scotland Group PLC 3.6%
easyJet PLC 2.9%

Source: Ninety One. This portfolio may change significantly over a short period of time. Percentages may not add up to 100% due to rounding.

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