The below summary is based on the total holdings across my SIPP (54% of my total), ISA (26%), and General Investment Account (20%).
I have used the free version of the Morningstar X-Ray tool to generate the below details (note that it is limited to 10 holdings so I did not include the smallest positions from the above list):
Top 10 underlying holdings:
World Regions:
Performance over the last few years has been fine and there is no real ongoing maintenance I feel I need to do. Each year I max out my ISA and SIPP contributions and add to the holdings to keep them roughly in line. I am not taking any income from these investments at present, and there are still over 20 years for this to grow before I could access those in the SIPP.
Summary of current holdings - Indig0
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- Lemon Half
- Posts: 5804
- Joined: November 5th, 2016, 9:05 am
Re: Summary of current holdings - Indig0
Interesting that your various fund managers have collectively decided on the attractiveness of Unilever and Diageo, notwithstanding their different mandates.
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- Lemon Slice
- Posts: 598
- Joined: November 4th, 2016, 11:51 am
Re: Summary of current holdings - Indig0
I would think that the 2 Linsell Train holdings would do this on their own. IIRC they will be about 10% invested in these holdings.Alaric wrote:Interesting that your various fund managers have collectively decided on the attractiveness of Unilever and Diageo, notwithstanding their different mandates.
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- Lemon Quarter
- Posts: 1519
- Joined: November 5th, 2016, 11:16 am