Portfolio breakdown

Assets 31/07/2020

Category Value
Equity 86.9%
Physical Gold and Silver 3.1%
Cash & Equivalents 10.0%

Country 31/07/2020

Category Value
UK Equities 59.7%
European Equities 11.5%
US Equities 13.1%
Cash & Equivalents 10.0%
Other non-UK equities 2.5%
Physical Gold & Silver 3.1%

Sector 31/07/2020

Category Value
Industrials 27.3%
Financials 14.7%
Consumer Services 13.8%
Consumer Goods 11.5%
Cash & equivalents 10.0%
Oil & Gas 6.7%
Technology 5.0%
Health Care 4.1%
Physical Gold & Silver 3.1%
Telecommunications 2.0%
Utilities 1.3%
Basic Materials 0.5%

Top 10 Holdings 31/07/2020

Category Value
Travis Perkins plc 5.3%
Grafton Group plc 4.4%
Bayer AG 4.1%
IWG plc 3.6%
American Express Company 3.3%
Sprott Physical Silver Trust 3.1%
Safran S.A. 2.9%
BP plc 2.9%
Rolls-Royce Holdings plc 2.9%
Royal Dutch Shell Plc Class B 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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