Portfolio & performance

Our holdings

For a full list of investments, click here.

Top 10 holdings as at 31 July 2022

Company Country £'M
Amazon US 39.3
Microsoft US 35.1
LVMH US 20.7
NXP US 18.6
American Express US 17.9
McDonald's Corporation US 17.2
Marriott US 15.8
Progressive Corporation US 15.2
Vinci France 14.5
Bank of America US 13.8

List of investments

2022

2021

2020

2019

2018

2017

2016