Jupiter Uk Growth Invest... Share Discussion Threads

[orinocor] 01/7/2020 18:16

The top holdings have completely changed recently. Now

GlaxoSmithKline 5.6%
Astrazeneca 5.2%
Fidelity National Information Services 4.9%
GVC 4.6%
Experian 4.5%
Rio Tinto 4.4%
Tesco 4.3%
Sage 4.3%
Barclays 4.1%
Pets at Home 3.7%
Total 45.5%

[orinocor] 01/7/2020 16:26

Bought some since the discount has ballooned to 12.5%.
Will be interesting to see if the discount control mechanism kicks in.

[orinocor] 29/4/2020 15:24

some big movers today in the top holdings

Avast +7%
WH Smith +8.5%


There is a discount control mechanism which should keep shares within a 5% discount to net asset value

[orinocor] 09/4/2020 15:14

hxxps://www.hl.co.uk/shares/shares-search-results/p/puretech-health-plc-ordinary-1p

Puretech Health is 7% of the portfolio and is up 8% today

[orinocor] 09/4/2020 15:10

Fallen along with everything else in the market rout but this trust has still not bounced back at all.



5% historial discount
5% yield

A good portfolio.
Puretech Health is 7% of the portfolio and is up 8% today.