Portfolio
Aug 27, 2026- Stock98.82%
- Cash1.18%
Morningstar style box
Aug 27, 2026Current style: Small Value
Large
Mid
Small
0%
10%
0%
17%
4%
0%
56%
13%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 27, 2026Top 10 Holdings Weight: 63.1%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 12.45% | Equity | Materials | Mid Growth | — | — | — | |
| 8.70% | Equity | Materials | Mid Value | — | — | — | |
| 6.74% | Equity | Energy | Mid Value | — | — | — | |
| 6.45% | Equity | Energy | Mid Blend | — | — | — | |
5  Whitehaven Coal Ltd | 5.88% | — | — | — | — | — | — |
| 5.29% | Equity | Materials | Large Blend | — | — | — | |
7 New Hope Corp Ltd | 4.44% | — | — | — | — | — | — |
8 Glencore PLC | 4.43% | — | — | — | — | — | — |
9 Stanmore Resources Ltd | 4.40% | — | — | — | — | — | — |
| 4.36% | Equity | Energy | Mid Value | — | — | — |
