Top 5 holdings
Top 5 holdings as a per cent of portfolio
– 39.76% 0.00% 39.76%
Category average % Net assets % Short % Long
| Company | 1 year change | Portfolio weight | Long allocation |
|---|---|---|---|
| London Stock Exchange Group PLC | |||
| LSEG:LSE | +23.55% | 9.80% | |
| Nintendo Co Ltd | |||
| 7974:TYO | +37.48% | 9.44% | |
| Relx PLC | |||
| REL:LSE | +33.23% | 7.64% | |
| Diageo PLC | |||
| DGE:LSE | -23.93% | 7.39% | |
| Heineken Holding NV | |||
| HEIO:AEX | +1.68% | 5.49% | |
| Per cent of portfolio in top 5 holdings: 39.76% |
Data delayed at least 15 minutes, as of Jan 09 2024 14:58 GMT.
https://markets.ft.com/data/funds/tearsheet/summary?s=ie00b3ns4d25:gbp
Estos se menean bastante menos que sus colegas de Fundsmith. En todo el 2023 solo vendieron una empresa (Japan Exchange Group) y compraron otra (Universal Music Group).
Tienen Paypal, 2,94% y a la Juventus F C, 0,97%, qué cosas