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To be a core investment for investors that delivers a real return over the long term throu…
0.2%
% of portfolio
+6.0%
Net Return YTD
Performance, year to date.
Alliance Witan PLC
The chart below shows the share price for the actual year.
Data source: FactSet
This Map details Holdings of the Fund and their Scores.
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Data source: FactSet
Each pebble is an asset. It's color reflects the score; its size reflects the portfolio-weight.
Asset Name | Return YTD % (Asset curr.) | % of fund | |
|---|---|---|---|
| Microsoft Corporation | -3.5% | 4.2% | |
| Amazon.com, Inc. | +17.7% | 3.2% | |
| Mastercard Incorporated Class A | +0.8% | 3.2% | |
| NVIDIA Corporation | +7.8% | 2.4% | |
| Taiwan Semiconductor Manufacturing Co., Ltd. Sponsored ADR | +33.5% | 2.0% | |
| Alphabet Inc. Class C | +13.8% | 2.0% | |
| Visa Inc. Class A | +4.8% | 1.7% | |
| Alphabet Inc. Class A | +13.9% | 1.6% | |
| Taiwan Semiconductor Manufacturing Co., Ltd. | +57.2% | 1.4% | |
| HCA Healthcare Inc | -13.4% | 1.3% |
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