Portfolio
Aug 20, 2026- Stock97.89%
- Other1.13%
- Cash0.98%
Morningstar style box
Aug 20, 2026Current style: Large Blend
Large
Mid
Small
30%
48%
11%
1%
7%
3%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 20, 2026Top 10 Holdings Weight: 52.4%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
| 10.76% | Equity | Financials | Mid Blend | — | — | — | |
2  Shell PLC | 8.05% | — | — | — | — | — | — |
| 7.62% | Equity | Health Care | Large Blend | — | — | — | |
4 Rolls-Royce Holdings PLC | 5.25% | — | — | — | — | — | — |
5 Unilever PLC | 4.23% | — | — | — | — | — | — |
6 BP PLC | 3.61% | — | — | — | — | — | — |
7 British American Tobacco PLC | 3.48% | — | — | — | — | — | — |
| 3.34% | Equity | Materials | Large Value | — | — | — | |
9 GSK PLC | 3.25% | — | — | — | — | — | — |
10 Barclays PLC | 2.79% | — | — | — | — | — | — |
