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Regional breakdown

Data as at31.10.2019
United Kingdom 28.6%
Europe 23.3%
North America 20.0%
Asia 13.4%
Japan 3.7%
Other 0.4%
Investment Companies 10.8%
Cash / Bonds -0.2%
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Sector Breakdown (%)

Data as at31.10.2019
Financials 17.7
Industrials 16.8
Consumer Services 16.2
Consumer Goods 13.6
Technology 9.7
Other 15.4
Investment Companies 10.7
Cash / Bonds -0.2

Top 20 Holdings (%)

Data as at31.10.2019
  • Apax Global Alpha 2.4
  • Syncona 2.1
  • Tesco 1.9
  • Vonovia 1.9
  • Unilever 1.6
  • Taiwan Semiconductor 1.4
  • BlackRock World Mining Trust 1.3
  • Delta Air Lines 1.2
  • Charter Communications 1.1
  • BP 1.1
  • BT 1.1
  • Alphabet 1.1
  • Lloyds Banking 1.0
  • BAE Systems 1.0
  • GMO Climate Change Investment Fund 1.0
  • Schroders 0.9
  • International Consolidated Airlines 0.9
  • London Stock Exchange 0.9
  • Rio Tinto 0.9
  • United Continental 0.9
Witan Portfolio as at 31.07.2019.pdf

The Witan portfolio is published each month with a three month lag and so it is possible that the Company is no longer invested in some of those stocks listed. 

Please remember that past performance is not a guide to future performance. The value of an investment and the income from it can fall as well as rise as a result of currency and market fluctuation and you may not get back the amount originally invested.