Have a look to his holdings :
Pos. %net Value GlaxoSmithKline PLC 74.41M 8.810% 1.22B AstraZeneca PLC 37.74M 8.630% 1.20B BT Group PLC 263.17M 6.160% 856.08M Roche Holding AG 4.64M 5.380% 747.68M BAE Systems PLC 168.65M 5.280% 733.78M British American Tobacco PLC 21.60M 5.060% 703.21M Imperial Tobacco Group PLC 29.20M 4.480% 622.60M Reynolds American Inc 19.82M 4.390% 610.10M Reckitt Benckiser Group PLC 13.72M 4.330% 601.76M Capita PLC 59.18M 4.060% 564.23M