The Lemon Fool

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.

Interesting that your various fund managers have collectively decided on the attractiveness of Unilever and Diageo, notwithstanding their different mandates.

Alaric wrote:Interesting that your various fund managers have collectively decided on the attractiveness of Unilever and Diageo, notwithstanding their different mandates.

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.

Nice!