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US software stocks shine in lockdown

14/10/2020 · LVMH Moet Hennessy Louis Vuitton SE (MC)  · Mastercard (MA)  · Microsoft (MSFT)  · Moneysupermarket.com (MONY)  · Nestle SA (NESN)  · Nike (NIKE)  · PayPal (PYPL)  · Relx (RELX)  · Sage Group (SGE)  · Spirax-Sarco Engineering (SPX)  · Starbucks (SBUX)  · Unilever (ULVR)  · Visa Inc (V)  · Walt Disney (DIS)  · WH Smith (SMWH) 

Coronavirus UK US

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Our portfolio has delivered twice the growth of the S&P 500 in the year to date. Heavy exposure to the US software sector has helped drive that performance. Here we run through the second half of the portfolio, from LVMH to WH Smith.


Click here to read part one of our update - Games Workshop leads our Ultimate Stocks in difficult times


LVMH Moet Hennessy Louis Vuitton

Share price change (YTD): +1%

Sales performance at last financial results: 33% fall to €4.8bn in the six months to June 2020

Profit performance at last financial results: 85% decline in net profits to €3.6bn

Company Outlook: “In a very turbulent context, the group will maintain a strategy focused on preserving the value of…

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