Portfolio breakdown

Assets 31/10/2018

Category Value
Equity 91.1%
Cash & Equivalents 6.2%
Physical Gold and Silver 2.7%

Country 31/10/2018

Category Value
United Kingdom 85.9%
Cash & Equivalents 6.2%
United States 4.1%
Physical Gold and Silver 2.7%
Ireland 1.1%

Sector 31/10/2018

Category Value
Financials 24.2%
Industrials 24.2%
Consumer Services 14.2%
Oil & Gas 12.3%
Health Care 6.4%
Cash & equivalents 6.2%
Consumer Goods 4.6%
Physical Gold & Silver 2.7%
Telecommunications 1.9%
Basic Materials 1.7%
Utilities 1.7%

Top 10 Holdings 31/10/2018

Category Value
Royal Dutch Shell Plc Class B 6.5%
GlaxoSmithKline Plc 6.4%
Capita Plc 6.2%
BP Plc 5.8%
Travis Perkins Plc 4.9%
HSBC Holdings Plc 4.3%
Lloyds Banking Group Plc 4.1%
Barclays PLC 4.0%
Royal Bank of Scotland Group Plc 3.9%
Grafton Group Plc 3.9%

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.

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