Sector allocation (%)

Industrials35.0
Consumer Staples16.6
Financials12.1
Consumer Discretionary10.0
Communication Services8.5
Health Care8.2
Information Technology4.6
Real Estate1.9
Materials1.1
Cash2.1

Geographic allocation (%)

United Kingdom92.9
Europe2.5
North America2.5
Cash2.1

Market cap allocation (%)

Large Cap 51.4
Mid Cap 33.7
Small Cap 12.8
Cash 2.1

Top holdings (%)

1Unilever7.4
2RELX5.7
3Experian4.9
4LSEG4.5
5Compass4.4
6Bunzl4.3
7Diageo4.2
8Informa4.0
9Sage Group3.9
10Reckitt3.9
11Weir Group3.8
12IntegraFin3.6
13Howden Joinery Group3.6
14Smiths Group3.3
15Spirax-Sarco Engineering 3.2
16Smith & Nephew3.1
17GSK2.9
18Auto Trader Group 2.5
19CME Group2.5
20Games Workshop2.3
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Source: SS&C Financial Services as at 31/08/2026.