Portfolio breakdown

Assets 30/04/2020

Category Value
Equity 83.3%
Physical Gold and Silver 2.9%
Cash & Equivalents 13.3%

Country 30/04/2020

Category Value
UK Equities 65.5%
Cash & Equivalents 13.3%
European Equities 9.9%
US Equities 8.1%
Physical Gold & Silver 2.9%
Other non-UK equities 0.3%

Sector 30/04/2020

Category Value
Industrials 29.4%
Financials 15.0%
Cash & equivalents 13.3%
Consumer Services 12.8%
Oil & Gas 11.1%
Consumer Goods 10.3%
Physical Gold & Silver 2.9%
Telecommunications 2.5%
Healthcare 1.6%
Basic Materials 0.9%
Technology 0.3%

Top 10 Holdings 30/04/2020

Category Value
Travis Perkins PLC 4.9%
Grafton Group PLC 4.9%
Royal Dutch Shell PLC Class B 4.8%
BP PLC 4.7%
Rolls-Royce Holdings plc 4.0%
Forterra Plc 3.0%
Capita plc 2.9%
easyJet plc 2.8%
Citigroup Inc. 2.8%
Safran S.A. 2.6%

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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