Portfolio
Jun 30, 2026- Stock97.56%
- Cash2.44%
Morningstar style box
Jun 30, 2026Current style: Large Value
Large
Mid
Small
44%
15%
13%
10%
11%
7%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Jun 30, 2026Top 10 Holdings Weight: 50.3%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 7.78% | Equity | Energy | Large Value | — | — | — | |
| 7.44% | Equity | Energy | Large Value | — | — | — | |
| 5.41% | Equity | Materials | Large Growth | — | — | — | |
| 5.30% | Equity | Energy | Large Value | — | — | — | |
5  Glencore PLC | 4.51% | — | — | — | — | — | — |
| 4.51% | Equity | Materials | Large Value | — | — | — | |
7 Anglo American PLC | 4.41% | — | — | — | — | — | — |
| 4.14% | Equity | Materials | Large Value | — | — | — | |
| 3.48% | Equity | Energy | Large Value | — | — | — | |
| 3.33% | Equity | Materials | Large Blend | — | — | — |
