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Index
UK Investment Trust Focused Index
“TMPL.L, ATT.L, MNKS.L, SMT.L”
built · 2026-04-21 22:17·rebalance · quarterly·next run · 2026-07-21
creator narrative
0/1000
backtest · S&P 500 (SPX)·range
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risk-free raterf = 4.50%
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no backtest data
attribution factsheet
holdings · 5
click a row to drill in ↗NameAllocationRationale
SMT.LScottish Mortgage Investment TrustInvestment Trust35.00%Market cap £15.28bn with P/E of 4.60, largest holding providing portfolio anchor and attractive valuation.MNKS.LMonks Investment TrustInvestment Trust25.00%Market cap £2.47bn with P/E of 5.53, growth-oriented investment trust complementing the portfolio.ATT.LAshtead Technology HoldingsInvestment Trust20.00%Market cap £2.11bn with P/E of 5.58, mid-sized holding contributing to diversification.TMPL.LTemple Bar Investment TrustInvestment Trust15.00%Market cap £1.18bn with P/E of 4.09, smallest holding offering deep value characteristics.SMT.LScottish Mortgage Investment TrustInvestment Trust5.00%Additional allocation to largest and most liquid holding to meet minimum holdings requirement.
weighting · fixed
rebalance · quarterly