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Regional breakdown

Data as at30.04.2019
United Kingdom 28.4%
Europe 22.8%
North America 20.6%
Asia 14.4%
Investment Companies 9.4%
Japan 4.2%
Other 0.2%
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Sector Breakdown (%)

Data as at30.04.2019
Financials 16.6
Consumer Services 15.7
Industrials 15.5
Consumer Goods 14.2
Technology 9.2
Other 16.8
Investment Companies 10.3
Cash / Bonds 1.7

Top 20 Holdings (%)

Data as at30.04.2019
  • Syncona 2.3
  • Apax Global Alpha 2.0
  • Unilever 2.0
  • Vonovia 1.8
  • BP 1.6
  • BlackRock World Mining Trust 1.5
  • Delta Air Lines 1.3
  • Diageo 1.2
  • Royal Dutch Shell 1.1
  • Lloyds Banking 1.0
  • Schroders 1.0
  • Rio Tinto 1.0
  • Charter Communications 1.0
  • Tesco 1.0
  • Taiwan Semiconductor 1.0
  • London Stock Exchange 1.0
  • Deutsche Lufthansa 1.0
  • RELX 0.9
  • Hargreaves Lansdown 0.9
  • BT 0.9
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.