Portfolio breakdown

Assets 31/10/2019

Category Value
Equity 95.3%
Physical Gold and Silver 3.2%
Cash & Equivalents 1.5%

Country 31/10/2019

Category Value
United Kingdom 87.6%
United States 6.4%
Physical Gold and Silver 3.2%
Cash & Equivalents 1.5%
Ireland 1.4%

Sector 31/10/2019

Category Value
Industrials 27.8%
Financials 22.9%
Consumer Services 15.8%
Oil & Gas 10.2%
Health Care 7.2%
Consumer Goods 6.8%
Physical Gold & Silver 3.2%
Basic Materials 3.0%
Telecommunications 1.6%
Cash & equivalents 1.5%

Top 10 Holdings 31/10/2019

Category Value
Capita PLC 8.2%
GlaxoSmithKline PLC 7.2%
Travis Perkins PLC 6.2%
Royal Dutch Shell PLC Class B 5.4%
BP PLC 4.8%
Grafton Group PLC 4.1%
Lloyds Banking Group PLC 3.9%
Tesco PLC 3.7%
Barclays PLC 3.7%
Royal Bank of Scotland Group PLC 3.4%

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

Latest updates from Temple Bar

Use this simple form to let us know the type of updates you would like to receive.

We will email you when your selected updates become available.

By providing us with your contact details you are opting to receive the materials you have requested. In particular, you will be giving your consent for Temple Bar Investment Trust plc to use your email address (including your name) to send these materials.  You can withdraw this consent at any time.  We will stop sending updates unless you re-subscribe.  You have rights in relation to how we use your personal information for this purpose – see our Privacy Notice and Cookie Policy.

Step 1 of 2

50%