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Regional breakdown

Data as at31.12.2019
United Kingdom 26.5%
North America 22.8%
Europe 21.1%
Asia 12.6%
Japan 5.0%
Other 0.4%
Investment Companies 10.6%
Cash / Bonds 1.0%
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Sector Breakdown (%)

Data as at31.12.2019
Industrials 17.2
Consumer Services 16.9
Financials 16.1
Consumer Goods 13.6
Technology 9.7
Other 14.9
Investment Companies 10.6
Cash / Bonds 1.0

Top 20 Holdings (%)

Data as at31.12.2019
  • Apax Global Alpha 2.3
  • Syncona 1.9
  • Tesco 1.9
  • Vonovia 1.8
  • BlackRock World Mining Trust 1.4
  • Unilever 1.2
  • Taiwan Semiconductor 1.2
  • BT 1.2
  • International Consolidated Airlines 1.2
  • Alphabet 1.2
  • Lloyds Banking 1.1
  • Delta Air Lines 1.1
  • Charter Communications 1.1
  • GMO Climate Change Investment Fund 1.0
  • BAE Systems 1.0
  • Electra 1.0
  • Rio Tinto 0.9
  • Flutter 0.9
  • Deutsche Lufthansa 0.9
  • Princess Private Equity 0.8
Witan Portfolio as at 30.09.2019.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.