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Regional breakdown

Data as at28.02.2019
United Kingdom 29.9%
North America 20.5%
Europe 19.7%
Far East 14.6%
Investment Companies 9.6%
Japan 5.4%
Other 0.3%
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Sector Breakdown (%)

Data as at28.02.2019
Financials 17.8
Industrials 15.4
Consumer Services 15.2
Consumer Goods 14.2
Technology 9.0
Other 16.9
Investment Companies 9.5
Equity Index Futures 0.5
Cash / Bonds 1.5

Top 20 Holdings (%)

Data as at28.02.2019
  • Syncona 2.4
  • Apax Global Alpha 2.1
  • Vonovia 1.9
  • Unilever 1.8
  • BlackRock World Mining Trust 1.5
  • BP 1.2
  • Diageo 1.2
  • Delta Air Lines 1.1
  • Lloyds Banking 1.1
  • London Stock Exchange 1.0
  • Charter Communications 1.0
  • RELX 1.0
  • Taiwan Semiconductor 0.9
  • Royal Dutch Shell 0.9
  • Rio Tinto 0.9
  • Schroders 0.9
  • Deutsche Lufthansa 0.8
  • Citigroup 0.8
  • BT 0.8
  • Princess Private Equity 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.