Investment Trusts

Personal Assets Trust

PNL:LSE

Personal Assets Trust

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  • Price (GBX)498.67
  • Today's Change3.17 / 0.64%
  • Shares traded471.85k
  • 1 Year change+6.78%
  • Beta0.2270
Data delayed at least 15 minutes, as of Nov 22 2024 15:35 GMT.
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Top holdings

8.24%Per cent of portfolio in top holdings
Holding% of portfolio
Unilever PLC4.78%
Visa Inc Class A3.46%
As of Oct 31 2024. Top holdings excludes cash and cash equivalents.

Sector weighting

Sector% of portfolio
Consumer Defensive13.36%
Financial Services6.40%
Technology4.00%
Communications Equipment2.41%
Healthcare0.99%
Industrials0.94%
As of Oct 31 2024.

Regional holdings

Holding% of portfolio
USA13.59%
UK8.06%
Switzerland3.74%
Netherlands2.04%
France0.67%
As of Oct 31 2024.
Data Provided by LSEG
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