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Regional breakdown

Data as at30.06.2019
United Kingdom 27.7%
Europe 22.2%
North America 20.0%
Asia 14.6%
Investment Companies 10.8%
Japan 4.5%
Other 0.2%
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Sector Breakdown (%)

Data as at30.06.2019
Financials 17.4
Industrials 15.7
Consumer Services 15.3
Consumer Goods 13.4
Technology 9.4
Other 16.8
Investment Companies 10.7
Equity Index Futures 0.6
Cash / Bonds 0.7

Top 20 Holdings (%)

Data as at30.06.2019
  • Syncona 2.0
  • Apax Global Alpha 2.0
  • Unilever 1.7
  • Vonovia 1.7
  • BlackRock World Mining Trust 1.5
  • BP 1.5
  • Delta Air Lines 1.3
  • Tesco 1.2
  • Royal Dutch Shell 1.2
  • Taiwan Semiconductor 1.0
  • Rio Tinto 1.0
  • Schroders 1.0
  • RELX 1.0
  • GMO Climate Change Investment Fund 1.0
  • Lloyds Banking 0.9
  • Diageo 0.9
  • Charter Communications 0.9
  • London Stock Exchange 0.9
  • Alphabet 0.8
  • United Continental 0.8
Download full portfolio holdings

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.