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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
Clarkston Partners Fund: holdings, performance and fees
1Y return+4.9%
Top 10 holdings
| Holding | Weight |
|---|---|
| POST HOLDINGS, INC. | 9.1% |
| CLARIVATE PLC | 8.7% |
| AFFILIATED MANAGERS GROUP, INC. | 8.1% |
| AVANTOR INC | 6.0% |
| CCC INTELLIGENT SOLUTIONS HLDGS INC | 5.9% |
| JOHN WILEY & SONS, INC. | 5.4% |
| MIDDLEBY CORP | 4.6% |
| ENERGIZER HOLDINGS, INC. | 4.2% |
| ENVISTA HLDGS CORP | 4.1% |
| LKQ CORPORATION | 3.7% |
Top sectors
- Technology21.7%
- Consumer Staples20.0%
- Health Care19.3%
- Financials15.1%
- Industrials13.2%
Top countries
- USA87.1%
- Jersey8.7%
- Canada2.7%
- Cash & Cash Equivalents1.5%
Holdings, sector and country weightings and performance as reported by FE fundinfo. Weightings are a percentage of the portfolio and may not sum to 100.
AI FORECAST · 12-MONTH
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This is an illustrative, model-generated scenario based on stated assumptions. It is not a prediction, a forecast of actual returns, or investment advice. Outcomes may differ materially. Past performance is not a guide to future returns. Capital is at risk.
PORTFOLIO BREAKDOWN