Portfolio Breakdown

Top 10 holdings (%)

Fidelity National Information Services3.8
Lowe's3.1
Amazon3.0
Waste Connections2.9
UnitedHealth Group2.8
WEX2.8
Vulcan Materials2.7
Pool2.7
SS&C Technologies Holdings2.7
IQVIA Holdings2.7
Top 10 holdings
Remaining holdings

As at 31 May 2020.

Sector allocation (%)

Information Technology21.9
Industrials18.5
Consumer Discretionary17.8
Health Care14.1
Financials11.7
Consumer Staples5.3
Communication Services4.8
Materials2.7
Real Estate1.9
Cash1.3

As at 31 May 2020.