Portfolio breakdown

Assets 31/12/2018

Category Value
Equity 92.8%
Cash & Equivalents 4.1%
Physical Gold and Silver 3.1%

Country 30/12/2018

Category Value
United Kingdom 85.9%
Cash & Equivalents 4.1%
United States 5.7%
Physical Gold and Silver 3.1%
Ireland 1.1%

Sector 31/12/2018

Category Value
Financials 24.4%
Industrials 24.0%
Consumer Services 13.8%
Oil & Gas 11.9%
Health Care 6.8%
Consumer Goods 5.6%
Cash & equivalents 4.1%
Physical Gold & Silver 3.1%
Basic Materials 2.7%
Telecommunications 2.1%
Utilities 1.5%

Top 10 Holdings 31/12/2018

Category Value
GlaxoSmithKline Plc 6.8%
Royal Dutch Shell Plc Class B 6.4%
Capita Plc 5.9%
BP Plc 5.4%
Travis Perkins Plc 5.2%
HSBC Holdings Plc 4.6%
Lloyds Banking Group Plc 4.0%
Royal Bank of Scotland Group Plc 3.9%
Barclays PLC 3.8%
Grafton Group Plc 3.8%

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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