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Phil Oakley's Fantasy Sipp and UK Quality portfolios in full (03.12.2020)

View the full constituents of our award-winning columnist's fantasy portfolios.
Phil Oakley's Fantasy Sipp and UK Quality portfolios in full (03.12.2020)

Throughout all the havoc wreaked by coronavirus and the uncertainty economies face as they struggle back from lockdown, the principles of investing in quality companies and not paying too much for the shares, remains a solid long-term investment strategy. Identifying these companies and knowing when to buy in or sell out of a position is easier said than done, however, which is why former City analyst Phil Oakley set up his fantasy portfolios as part of his weekly Alpha round-ups. These aren't share tips - every investor will have different risk appetites and time horizons - but these portfolios are a great way to learn and follow the thought processes of the CFA Society of the UK (CFA UK) Journalist of the Year for 2020, as he ponders this hugely challenging investing environment.

Phil Oakley's Fantasy Sipp (UK and US equities)

CompanyTickerWeighting
CostcoNASDAQ:COST5.4%
MicrosoftNASDAQ:MSFT5.0%
AmazonNASDAQ:AMZN5.0%
MastercardNYSE:MA5.0%
Walt DisneyNYSE:DIS4.9%
PepsicoNASDAQ:PEP4.6%
CrodaLON:CRDA4.5%
PaychexNASDAQ:PAYX4.5%
Games WorkshopLON:GAW4.4%
VisaNYSE:V4.1%
MoodysNYSE:MCO4.1%
McDonaldsNYSE:MCD4.0%
YouGovLON:YOU4.0%
Spirax-SarcoLON:SPX3.9%
Reckitt BenckiserLON:RB3.9%
London Stock ExchangeLON:LSE3.9%
IntuitNASDAQ:INTU3.8%
Procter & GambleNYSE:PG3.8%
RELXLON:REL3.8%
DiageoLON:DGE3.8%
Frontier DevelopmentsLON:FDEV3.6%
Domino's Pizza IncNYSE:DPZ3.6%
UnileverLON:ULVR3.5%
IntertekLON:ITRK3.3%
Cash 0.0%

     

Source: Sharepad and Investors Chronicle 

 

Phil Oakley's UK Quality Shares 

CompanyTickerWeighting
Oxford InstrumentsLON:OXIG5.7%
Frontier DevelopmentsLON:FDEV5.5%
Games WorkshopLON:GAW5.2%
AshteadLON:AHT5.0%
YouGovLON:YOU5.0%
Croda InternationalLON:CRDA4.9%
Spirax-Sarco EngineeringLON:SPX4.7%
DiplomaLON:DPLM4.6%
Associated British FoodsLON:ABF4.5%
London Stock ExchangeLON:LSE4.4%
RightmoveLON:RMV4.3%
BioventixLON:BVXP4.1%
Auto TraderLON:AUTO4.1%
ExperianLON:EXPN4.0%
IntertekLON:ITRK4.0%
BunzlLON:BNZL4.0%
RELXLON:REL3.9%
UnileverLON:ULVR3.9%
DiageoLON:DGE3.9%
James HalsteadLON:JHD3.8%
RWS HoldingsLON:RWS3.7%
Reckitt BenckiserLON:RB3.5%
NicholsLON:NICL3.5%
Cash 0.0%

Source: Sharepad and Investors Chronicle

 

Performance (%) versus benchmarks and peers (as of 03.12.2020)

Portfolio % Returns1 monthYTD1 year2 years3 years
Scottish Mortgage Investment Trust10.491.8113.0125.0153.0
Smithson Investment Trust7.723.824.655.6 
LF Blue Whale Growth Fund6.623.826.046.271.7
Martin Currie Global Portfolio Trust6.520.123.148.152.0
Mid Wynd International Inv Trust8.017.318.545.647.6
Fundsmith Equity T Acc5.516.418.634.951.6
Vanguard S&P 500 ETF6.913.915.832.248.6
iShares MSCI World Acc8.711.413.027.535.7
Lindsell Train Global Funds7.58.09.022.545.7
Phil Oakley Fantasy Sipp3.57.411.036.547.5
Castlefield CFP SDL UK Buffettology Fund5.5-2.41.815.627.2
Finsbury Growth & Income Trust9.8-2.8-0.415.121.1
Phil Oakley UK Quality Shares1.4-7.2   
iShares FTSE 25015.5-8.4-3.011.56.4
Vanguard FTSE 250 UCITS ETF15.6-8.7-3.011.86.8
FTSE All-Share - Total Return13.9-11.3-7.71.70.6
Vanguard FTSE 100 ETF13.3-13.0-9.6-0.9-1.1

Source: Sharepad and Investors Chronicle