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Regional breakdown

Data as at31.01.2019
United Kingdom 29.4%
North America 22.3%
Europe 18.5%
Far East 14.7%
Investment Companies 9.4%
Japan 5.3%
Other 0.4%
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Sector Breakdown (%)

Data as at31.01.2019
Financials 17.6
Consumer Services 15.6
Industrials 15.0
Consumer Goods 13.7
Technology 9.6
Other 17.3
Investment Companies 9.3
Equity Index Futures 0.3
Cash / Bonds 1.6

Top 20 Holdings (%)

Data as at31.01.2019
  • Syncona 2.3
  • Apax Global Alpha 2.1
  • Vonovia 2.0
  • Unilever 1.7
  • BlackRock World Mining Trust 1.5
  • BP 1.2
  • Diageo 1.2
  • Delta Air Lines 1.1
  • Charter Communications 1.1
  • Lloyds Banking 1.0
  • London Stock Exchange 1.0
  • RELX 0.9
  • Taiwan Semiconductor 0.9
  • Rio Tinto 0.9
  • Schroders 0.9
  • Deutsche Lufthansa 0.9
  • Citigroup 0.8
  • UnitedHealth 0.8
  • Tesco 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.