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Waverton Strategic Equity P GBP

Price: £21.63|Change: 0 (0%)

This fund can be held in a Dealing accountISALifetime ISAJISASIPPand can be used with Regular investment

Before investing please read:

Key Investor Information Document (KIID)

Asset allocation %
Morningstar style box TM
Equity style
SizeLarge
Mid
Small
Value
Blend
Growth
Style

Size

Share class size (mil)1,716 GBP (30/04/2024)
Fund size (mil)1,833 GBP (30/04/2024)

Top 10 holdings

Assets in top 10 holdings %30.00
Total number of equity holdings62
Total number of bond holdings2
Holdings 31/03/2024% of assets
Microsoft Corp4.14
Alphabet Inc Class A3.95
Hitachi Ltd2.99
Qualcomm Inc2.93
Thermo Fisher Scientific Inc2.81
JPMorgan Chase & Co2.74
AstraZeneca PLC2.68
Sumitomo Mitsui Financial Group Inc2.67
Canadian Pacific Kansas City Ltd2.61
Taiwan Semiconductor Manufacturing Co Ltd ADR2.48