Investment Trusts

Personal Assets Trust

PNL:LSE

Personal Assets Trust

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  • Price (GBX)44,201.53
  • Today's Change201.53 / 0.46%
  • Shares traded3.91k
  • 1 Year change7.29%
  • Beta0.2418
Data delayed at least 20 minutes, as of Jun 04 2020 12:38 BST.
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Top holdings

24.46%Per cent of portfolio in top holdings
Holding% of portfolio
Gold Bullion Limited10.43%
Microsoft Corp5.60%
Alphabet Inc A4.22%
Nestle SA4.21%
As of Apr 30 2020. Top holdings excludes cash and cash equivalents.

Sector weighting

Sector% of portfolio
Consumer Defensive22.75%
Financial Services7.35%
Technology5.60%
Healthcare4.76%
Communications Equipment4.22%
Basic Materials2.10%
As of Apr 30 2020.

Regional holdings

Holding% of portfolio
USA29.50%
UK10.97%
Australia10.43%
Switzerland4.21%
Canada2.10%
As of Apr 30 2020.
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