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Regional breakdown

Data as at31.08.2019
United Kingdom 27.3%
Europe 22.6%
North America 19.9%
Asia 14.4%
Investment Companies 10.2%
Japan 5.4%
Other 0.2%
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Sector Breakdown (%)

Data as at31.08.2019
Financials 16.6
Industrials 16.1
Consumer Services 16.0
Consumer Goods 14.0
Technology 9.6
Other 15.7
Investment Companies 10.9
Equity Index Futures 2.1
Cash / Bonds -1.0

Top 20 Holdings (%)

Data as at31.08.2019
  • Apax Global Alpha 2.3
  • Syncona 2.1
  • Vonovia 2.0
  • Unilever 1.8
  • BP 1.5
  • Delta Air Lines 1.4
  • BlackRock World Mining Trust 1.3
  • Tesco 1.3
  • Taiwan Semiconductor 1.2
  • Charter Communications 1.0
  • Alphabet 1.0
  • Lloyds Banking 1.0
  • GMO Climate Change Investment Fund 0.9
  • BAE Systems 0.9
  • Diageo 0.9
  • London Stock Exchange 0.9
  • United Continental 0.9
  • Rio Tinto 0.9
  • Princess Private Equity 0.8
  • RELX 0.8
Witan Portfolio as at 31.05.2019

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.