OUR 2018/2019 PORTFOLIO PERFORMANCE WILL BE PUBLISHED IN MARCH 2019
The portfolio will consist of the following securities:
OIL & GAS
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Marathon Oil
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Premier Oil
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Cairn Energy
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Cabot Oil & Gas
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Centrica
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Ophir Energy
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Devon Energy
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Vermilion Energy
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Cimarex Energy Co
TMT
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AMD
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AT&T
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Cinemark Holdings
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HP
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Verizon
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Adobe
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Disney
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Comcast
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Motorola
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Intel
CONSUMERS
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GSK
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Coca Cola
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Ralph Lauren
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Tesco
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Pepsi
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Nike
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Carlsberg A/S
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Kellogg
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3M
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Walmart
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Beiersdorf
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Uniliver
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Greggs
INDUSTRIALS
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FedEx
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Ryanair
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Raytheon
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BAE
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Emerson Electric
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Honeywell
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United Technologies
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Ford
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Texas Instruments
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Roper Technologies
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UPS
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Caterpillar
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Amtek