The portfolio consists of 156 mid- to large-cap global companies. Top holdings include Procter & Gamble, Nestle, Coca-Cola, PepsiCo, and Philip Morris International. About two thirds of the stocks are US companies, with 12% in the UK and the rest scattered around.
Income Investor
The fund invests in a portfolio of well-known consumer companies such as Proctor & Gamble, PepsiCo, Coca-Cola, Nestle, and Philip Morris. It doesn’t generate big returns – the five-year average annual compound rate of return to May 31 is just a shade over 6%. But if you want low-risk exposure to some of the world’s greatest consumer companies and modest cash flow, this is a decent choice. - Gordon Pape
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STPL was first recommended here on May 26, 2022