<SEC-DOCUMENT>0001539994-21-000018.txt : 20210728
<SEC-HEADER>0001539994-21-000018.hdr.sgml : 20210728
<ACCEPTANCE-DATETIME>20210728102316
ACCESSION NUMBER:		0001539994-21-000018
CONFORMED SUBMISSION TYPE:	13F-HR
CONFIRMING COPY:	
PUBLIC DOCUMENT COUNT:		2
CONFORMED PERIOD OF REPORT:	20210630
FILED AS OF DATE:		20210728
DATE AS OF CHANGE:		20210728

FILER:

	COMPANY DATA:	
		COMPANY CONFORMED NAME:			AEGON ASSET MANAGEMENT UK PLC
		CENTRAL INDEX KEY:			0001539994
		IRS NUMBER:				854983000
		STATE OF INCORPORATION:			X0

	FILING VALUES:
		FORM TYPE:		13F-HR
		SEC ACT:		1934 Act
		SEC FILE NUMBER:	028-14990

	BUSINESS ADDRESS:	
		STREET 1:		3 LOCHSIDE CRESCENT
		CITY:			EDINBURGH
		STATE:			X0
		ZIP:			EH12 9SA
		BUSINESS PHONE:		0131 549 6851

	MAIL ADDRESS:	
		STREET 1:		3 LOCHSIDE CRESCENT
		CITY:			EDINBURGH
		STATE:			X0
		ZIP:			EH12 9SA

	FORMER COMPANY:	
		FORMER CONFORMED NAME:	Kames Capital plc
		DATE OF NAME CHANGE:	20120119
</SEC-HEADER>
<DOCUMENT>
<TYPE>13F-HR
<SEQUENCE>1
<FILENAME>primary_doc.xml
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          <cik>1539994</cik>
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        <fileNumber>028-14990</fileNumber>
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      <periodOfReport>06-30-2021</periodOfReport>
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    <coverPage>
      <reportCalendarOrQuarter>06-30-2021</reportCalendarOrQuarter>
      <filingManager>
        <name>AEGON ASSET MANAGEMENT UK PLC</name>
        <address>
          <ns1:street1>3 LOCHSIDE CRESCENT</ns1:street1>
          <ns1:city>EDINBURGH</ns1:city>
          <ns1:stateOrCountry>X0</ns1:stateOrCountry>
          <ns1:zipCode>EH12 9SA</ns1:zipCode>
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    <signatureBlock>
      <name>AEGON ASSET MANAGEMENT UK PLC</name>
      <title>Filing Manager</title>
      <phone>01315496851</phone>
      <signature>AEGON ASSET MANAGEMENT UK PLC</signature>
      <city>Edinburgh</city>
      <stateOrCountry>X0</stateOrCountry>
      <signatureDate>06-30-2021</signatureDate>
    </signatureBlock>
    <summaryPage>
      <otherIncludedManagersCount>0</otherIncludedManagersCount>
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      <tableValueTotal>7038615</tableValueTotal>
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		<nameOfIssuer>HUNTINGTON BANCSHARES INC/OH</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>446150104</cusip>
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		<value>37794</value>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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		<investmentDiscretion>SOLE</investmentDiscretion>
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			<Sole>239506</Sole>
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			<None>0</None>
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			<None>0</None>
		</votingAuthority>
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		<titleOfClass>COMMON STOCK USD</titleOfClass>
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		<shrsOrPrnAmt>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>294731</Sole>
			<Shared>0</Shared>
			<None>21493</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>EPAM SYSTEMS INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>29414B104</cusip>
		<value>38389</value>
		<shrsOrPrnAmt>
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			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>75132</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>GDS HOLDINGS LTD</nameOfIssuer>
		<titleOfClass>ADR USD</titleOfClass>
		<cusip>36165L108</cusip>
		<value>10730</value>
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			<sshPrnamt>136700</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>136700</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>BANDWIDTH INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>05988J103</cusip>
		<value>34199</value>
		<shrsOrPrnAmt>
			<sshPrnamt>247840</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>247840</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>AMERICOLD REALTY TRUST</nameOfIssuer>
		<titleOfClass>REIT USD</titleOfClass>
		<cusip>03064D108</cusip>
		<value>6474</value>
		<shrsOrPrnAmt>
			<sshPrnamt>171099</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>171099</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>BANK OZK</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>06417N103</cusip>
		<value>14884</value>
		<shrsOrPrnAmt>
			<sshPrnamt>353041</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>353041</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SITEONE LANDSCAPE SUPPLY INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>82982L103</cusip>
		<value>14604</value>
		<shrsOrPrnAmt>
			<sshPrnamt>86314</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>86314</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>PENUMBRA INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>70975L107</cusip>
		<value>8047</value>
		<shrsOrPrnAmt>
			<sshPrnamt>29335</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>29335</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>RINGCENTRAL INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>76680R206</cusip>
		<value>23282</value>
		<shrsOrPrnAmt>
			<sshPrnamt>80124</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>80124</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>STAAR SURGICAL CO</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>852312305</cusip>
		<value>12481</value>
		<shrsOrPrnAmt>
			<sshPrnamt>81934</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>81934</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>PLUG POWER INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>72919P202</cusip>
		<value>25885</value>
		<shrsOrPrnAmt>
			<sshPrnamt>757091</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>757091</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>VERACYTE INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>92337F107</cusip>
		<value>10823</value>
		<shrsOrPrnAmt>
			<sshPrnamt>271040</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>271040</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>SCIPLAY CORP</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>809087109</cusip>
		<value>1520</value>
		<shrsOrPrnAmt>
			<sshPrnamt>89828</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>89828</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>DESCARTES SYSTEMS GROUP INC/THE</nameOfIssuer>
		<titleOfClass>COMMON STOCK CAD</titleOfClass>
		<cusip>249906108</cusip>
		<value>1762</value>
		<shrsOrPrnAmt>
			<sshPrnamt>25518</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>25518</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ENDAVA PLC</nameOfIssuer>
		<titleOfClass>ADR USD</titleOfClass>
		<cusip>29260V105</cusip>
		<value>29264</value>
		<shrsOrPrnAmt>
			<sshPrnamt>258291</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>258291</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>SEA LTD</nameOfIssuer>
		<titleOfClass>ADR USD</titleOfClass>
		<cusip>81141R100</cusip>
		<value>11502</value>
		<shrsOrPrnAmt>
			<sshPrnamt>41900</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>41900</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>MAXAR TECHNOLOGIES INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK CAD</titleOfClass>
		<cusip>57778K105</cusip>
		<value>2919</value>
		<shrsOrPrnAmt>
			<sshPrnamt>73251</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>73251</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SHOPIFY INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>82509L107</cusip>
		<value>52337</value>
		<shrsOrPrnAmt>
			<sshPrnamt>35822</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>35822</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>FRESHPET INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>358039105</cusip>
		<value>35608</value>
		<shrsOrPrnAmt>
			<sshPrnamt>218507</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>218507</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>DYNATRACE INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>268150109</cusip>
		<value>20854</value>
		<shrsOrPrnAmt>
			<sshPrnamt>357027</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>357027</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>PALOMAR HOLDINGS INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>69753M105</cusip>
		<value>7702</value>
		<shrsOrPrnAmt>
			<sshPrnamt>102150</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>102150</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>LPL FINANCIAL HOLDINGS INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>50212V100</cusip>
		<value>2396</value>
		<shrsOrPrnAmt>
			<sshPrnamt>17749</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>17749</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>KINGSOFT CLOUD HOLDINGS LTD</nameOfIssuer>
		<titleOfClass>ADR USD</titleOfClass>
		<cusip>49639K101</cusip>
		<value>6404</value>
		<shrsOrPrnAmt>
			<sshPrnamt>188900</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>188900</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CME GROUP INC.</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>12572Q105</cusip>
		<value>106467</value>
		<shrsOrPrnAmt>
			<sshPrnamt>500845</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>475637</Sole>
			<Shared>0</Shared>
			<None>25208</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>MSA SAFETY INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>553498106</cusip>
		<value>2806</value>
		<shrsOrPrnAmt>
			<sshPrnamt>16946</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>16946</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ATT INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>00206R102</cusip>
		<value>51576</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1792711</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1792711</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>CEMEX SAB DE CV</nameOfIssuer>
		<titleOfClass>ADR USD</titleOfClass>
		<cusip>151290889</cusip>
		<value>2982</value>
		<shrsOrPrnAmt>
			<sshPrnamt>355035</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>355035</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SVB FINANCIAL GROUP</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>78486Q101</cusip>
		<value>76036</value>
		<shrsOrPrnAmt>
			<sshPrnamt>136650</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>136650</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>MORGAN STANLEY</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>617446448</cusip>
		<value>16177</value>
		<shrsOrPrnAmt>
			<sshPrnamt>176470</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>133635</Sole>
			<Shared>0</Shared>
			<None>42835</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>FIDELITY NATIONAL INFORMATION SERVICES INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>31620M106</cusip>
		<value>80091</value>
		<shrsOrPrnAmt>
			<sshPrnamt>565336</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>565336</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>PACKAGING CORP OF AMERICA</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>695156109</cusip>
		<value>12157</value>
		<shrsOrPrnAmt>
			<sshPrnamt>89808</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>89808</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>MASTERCARD INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>57636Q104</cusip>
		<value>68125</value>
		<shrsOrPrnAmt>
			<sshPrnamt>186645</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>186645</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>METLIFE INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>59156R108</cusip>
		<value>16327</value>
		<shrsOrPrnAmt>
			<sshPrnamt>272838</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>272838</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>HANESBRANDS INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>410345102</cusip>
		<value>23475</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1257356</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1257356</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>BERKSHIRE HATHAWAY INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>084670702</cusip>
		<value>5665</value>
		<shrsOrPrnAmt>
			<sshPrnamt>20398</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>20398</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ILLUMINA INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>452327109</cusip>
		<value>85353</value>
		<shrsOrPrnAmt>
			<sshPrnamt>180535</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>180535</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ACTIVISION BLIZZARD INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>00507V109</cusip>
		<value>39466</value>
		<shrsOrPrnAmt>
			<sshPrnamt>413514</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>413514</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>COSTCO WHOLESALE CORP</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>22160K105</cusip>
		<value>3550</value>
		<shrsOrPrnAmt>
			<sshPrnamt>8971</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>8971</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>PERFICIENT INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>71375U101</cusip>
		<value>22007</value>
		<shrsOrPrnAmt>
			<sshPrnamt>273685</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>273685</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ALLSTATE CORP/THE</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>020002101</cusip>
		<value>3043</value>
		<shrsOrPrnAmt>
			<sshPrnamt>23331</sshPrnamt>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>23331</Sole>
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			<None>0</None>
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		<nameOfIssuer>VISA INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>92826C839</cusip>
		<value>185745</value>
		<shrsOrPrnAmt>
			<sshPrnamt>793884</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>793884</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>GARTNER INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>366651107</cusip>
		<value>72814</value>
		<shrsOrPrnAmt>
			<sshPrnamt>300672</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>300672</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>MARTIN MARIETTA MATERIALS INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>573284106</cusip>
		<value>38133</value>
		<shrsOrPrnAmt>
			<sshPrnamt>108398</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>108398</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>O'REILLY AUTOMOTIVE INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>67103H107</cusip>
		<value>2409</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4256</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>4256</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>DOLBY LABORATORIES INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>25659T107</cusip>
		<value>17106</value>
		<shrsOrPrnAmt>
			<sshPrnamt>174034</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>174034</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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		<nameOfIssuer>OMEGA HEALTHCARE INVESTORS INC</nameOfIssuer>
		<titleOfClass>REIT USD</titleOfClass>
		<cusip>681936100</cusip>
		<value>24277</value>
		<shrsOrPrnAmt>
			<sshPrnamt>668959</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>668959</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>BLACKROCK INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>09247X101</cusip>
		<value>3967</value>
		<shrsOrPrnAmt>
			<sshPrnamt>4532</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>4532</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>EQUINIX INC</nameOfIssuer>
		<titleOfClass>REIT USD</titleOfClass>
		<cusip>29444U700</cusip>
		<value>934</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1163</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1163</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>MCCORMICK  CO INC/MD</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>579780206</cusip>
		<value>2289</value>
		<shrsOrPrnAmt>
			<sshPrnamt>25927</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>25927</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>AMERICAN WATER WORKS CO INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>030420103</cusip>
		<value>6334</value>
		<shrsOrPrnAmt>
			<sshPrnamt>41100</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>41100</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>CISCO SYSTEMS INC/DELAWARE</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>17275R102</cusip>
		<value>26595</value>
		<shrsOrPrnAmt>
			<sshPrnamt>501785</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>501785</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>XILINX INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>983919101</cusip>
		<value>2450</value>
		<shrsOrPrnAmt>
			<sshPrnamt>16936</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>16936</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>IDEXX LABORATORIES INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>45168D104</cusip>
		<value>3655</value>
		<shrsOrPrnAmt>
			<sshPrnamt>5788</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>5788</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>TETRA TECH INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>88162G103</cusip>
		<value>71409</value>
		<shrsOrPrnAmt>
			<sshPrnamt>585130</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>585130</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>GILEAD SCIENCES INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>375558103</cusip>
		<value>70425</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1023155</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>973431</Sole>
			<Shared>0</Shared>
			<None>49724</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>DIGITAL REALTY TRUST INC</nameOfIssuer>
		<titleOfClass>REIT USD</titleOfClass>
		<cusip>253868103</cusip>
		<value>57588</value>
		<shrsOrPrnAmt>
			<sshPrnamt>382744</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>382744</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>UNITED RENTALS INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>911363109</cusip>
		<value>2661</value>
		<shrsOrPrnAmt>
			<sshPrnamt>8343</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>8343</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>AMERICAN TOWER CORP</nameOfIssuer>
		<titleOfClass>REIT USD</titleOfClass>
		<cusip>03027X100</cusip>
		<value>80236</value>
		<shrsOrPrnAmt>
			<sshPrnamt>296861</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>296861</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>REPUBLIC SERVICES INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>760759100</cusip>
		<value>63459</value>
		<shrsOrPrnAmt>
			<sshPrnamt>576848</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>576848</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>NVIDIA CORP</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>67066G104</cusip>
		<value>159834</value>
		<shrsOrPrnAmt>
			<sshPrnamt>199768</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>199768</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>JEFFERIES FINANCIAL GROUP INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>47233W109</cusip>
		<value>2922</value>
		<shrsOrPrnAmt>
			<sshPrnamt>85459</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>85459</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>UNITEDHEALTH GROUP INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>91324P102</cusip>
		<value>5370</value>
		<shrsOrPrnAmt>
			<sshPrnamt>13411</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>13411</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>MICROSOFT CORP</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>594918104</cusip>
		<value>560267</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2068537</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>2001375</Sole>
			<Shared>0</Shared>
			<None>67162</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>ADOBE INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>00724F101</cusip>
		<value>38720</value>
		<shrsOrPrnAmt>
			<sshPrnamt>66115</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>66115</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>MAXIM INTEGRATED PRODUCTS INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>57772K101</cusip>
		<value>15375</value>
		<shrsOrPrnAmt>
			<sshPrnamt>145924</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>145924</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>CARLYLE GROUP INC/THE</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>14316J108</cusip>
		<value>3119</value>
		<shrsOrPrnAmt>
			<sshPrnamt>67128</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>67128</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>DAVITA INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>23918K108</cusip>
		<value>2881</value>
		<shrsOrPrnAmt>
			<sshPrnamt>23926</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>23926</Sole>
			<Shared>0</Shared>
			<None>0</None>
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		<nameOfIssuer>ESTEE LAUDER COS INC/THE</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>518439104</cusip>
		<value>45404</value>
		<shrsOrPrnAmt>
			<sshPrnamt>142842</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>142842</Sole>
			<Shared>0</Shared>
			<None>0</None>
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	<infoTable>
		<nameOfIssuer>WATERS CORP</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>941848103</cusip>
		<value>3335</value>
		<shrsOrPrnAmt>
			<sshPrnamt>9662</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>9662</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>XYLEM INC/NY</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>98419M100</cusip>
		<value>66903</value>
		<shrsOrPrnAmt>
			<sshPrnamt>557707</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>557707</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD</nameOfIssuer>
		<titleOfClass>ADR USD</titleOfClass>
		<cusip>874039100</cusip>
		<value>127635</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1062679</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>908894</Sole>
			<Shared>0</Shared>
			<None>153785</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>DARDEN RESTAURANTS INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>237194105</cusip>
		<value>21453</value>
		<shrsOrPrnAmt>
			<sshPrnamt>146945</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>146945</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>AMAZON.COM INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>023135106</cusip>
		<value>243233</value>
		<shrsOrPrnAmt>
			<sshPrnamt>70722</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>70722</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>FACEBOOK INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>30303M102</cusip>
		<value>9923</value>
		<shrsOrPrnAmt>
			<sshPrnamt>28539</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>28539</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>UNIVERSAL DISPLAY CORP</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>91347P105</cusip>
		<value>60005</value>
		<shrsOrPrnAmt>
			<sshPrnamt>269890</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>269890</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>CHENIERE ENERGY INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>16411R208</cusip>
		<value>2832</value>
		<shrsOrPrnAmt>
			<sshPrnamt>32641</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
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		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>32641</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>MARKETAXESS HOLDINGS INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>57060D108</cusip>
		<value>69971</value>
		<shrsOrPrnAmt>
			<sshPrnamt>150934</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>150934</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>NORFOLK SOUTHERN CORP</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>655844108</cusip>
		<value>2930</value>
		<shrsOrPrnAmt>
			<sshPrnamt>11047</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>11047</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CATERPILLAR INC.</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>149123101</cusip>
		<value>3338</value>
		<shrsOrPrnAmt>
			<sshPrnamt>15336</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>15336</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>JPMORGAN CHASE  CO.</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>46625H100</cusip>
		<value>191748</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1233399</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1183717</Sole>
			<Shared>0</Shared>
			<None>49682</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>KIMBERLY-CLARK CORP</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>494368103</cusip>
		<value>14226</value>
		<shrsOrPrnAmt>
			<sshPrnamt>106398</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>106398</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>LOCKHEED MARTIN CORP</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>539830109</cusip>
		<value>53151</value>
		<shrsOrPrnAmt>
			<sshPrnamt>140484</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>140484</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>PFIZER INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>717081103</cusip>
		<value>81181</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2073056</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1969425</Sole>
			<Shared>0</Shared>
			<None>103631</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>COCA-COLA CO/THE</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>191216100</cusip>
		<value>44270</value>
		<shrsOrPrnAmt>
			<sshPrnamt>818306</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>818306</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>MARSH  MCLENNAN COS INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>571748102</cusip>
		<value>3334</value>
		<shrsOrPrnAmt>
			<sshPrnamt>23696</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>23696</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>XPENG INC</nameOfIssuer>
		<titleOfClass>ADR USD</titleOfClass>
		<cusip>98422D105</cusip>
		<value>10876</value>
		<shrsOrPrnAmt>
			<sshPrnamt>245000</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>245000</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>DENBURY INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>24790A101</cusip>
		<value>3313</value>
		<shrsOrPrnAmt>
			<sshPrnamt>43200</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>43200</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>TERMINIX GLOBAL HOLDINGS INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>88087E100</cusip>
		<value>31830</value>
		<shrsOrPrnAmt>
			<sshPrnamt>667295</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>667295</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>VIATRIS INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>92556V106</cusip>
		<value>37</value>
		<shrsOrPrnAmt>
			<sshPrnamt>2600</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>2600</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>BERKELEY LIGHTS INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>084310101</cusip>
		<value>5521</value>
		<shrsOrPrnAmt>
			<sshPrnamt>123230</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>123230</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>WESCO INTERNATIONAL INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>95082P105</cusip>
		<value>2165</value>
		<shrsOrPrnAmt>
			<sshPrnamt>21061</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>21061</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ASTRAZENECA PLC</nameOfIssuer>
		<titleOfClass>ADR USD</titleOfClass>
		<cusip>046353108</cusip>
		<value>26280</value>
		<shrsOrPrnAmt>
			<sshPrnamt>438802</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>438802</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>PURECYCLE TECHNOLOGIES INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>74623V103</cusip>
		<value>6071</value>
		<shrsOrPrnAmt>
			<sshPrnamt>257025</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>257025</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>HONEST CO INC/THE</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>438333106</cusip>
		<value>4524</value>
		<shrsOrPrnAmt>
			<sshPrnamt>279453</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>279453</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>DOVER CORP</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>260003108</cusip>
		<value>2843</value>
		<shrsOrPrnAmt>
			<sshPrnamt>18890</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>18890</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>NEXTERA ENERGY INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>65339F101</cusip>
		<value>103498</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1412900</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1325605</Sole>
			<Shared>0</Shared>
			<None>87295</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CHEVRON CORP</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>166764100</cusip>
		<value>149</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1425</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1425</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>TEXAS INSTRUMENTS INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>882508104</cusip>
		<value>68814</value>
		<shrsOrPrnAmt>
			<sshPrnamt>357909</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>306411</Sole>
			<Shared>0</Shared>
			<None>51498</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>HERSHEY CO/THE</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>427866108</cusip>
		<value>2254</value>
		<shrsOrPrnAmt>
			<sshPrnamt>12940</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>12940</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>UNION PACIFIC CORP</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>907818108</cusip>
		<value>23855</value>
		<shrsOrPrnAmt>
			<sshPrnamt>108496</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>108496</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>EMERSON ELECTRIC CO</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>291011104</cusip>
		<value>37172</value>
		<shrsOrPrnAmt>
			<sshPrnamt>386318</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>386318</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>GENERAL MOTORS CO</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>37045V100</cusip>
		<value>45438</value>
		<shrsOrPrnAmt>
			<sshPrnamt>767922</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>767922</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>AIR PRODUCTS AND CHEMICALS INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>009158106</cusip>
		<value>57303</value>
		<shrsOrPrnAmt>
			<sshPrnamt>199209</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>179044</Sole>
			<Shared>0</Shared>
			<None>20165</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>PEPSICO INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>713448108</cusip>
		<value>30101</value>
		<shrsOrPrnAmt>
			<sshPrnamt>203238</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>157663</Sole>
			<Shared>0</Shared>
			<None>45575</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>FLOWSERVE CORP</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>34354P105</cusip>
		<value>2768</value>
		<shrsOrPrnAmt>
			<sshPrnamt>68666</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>68666</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ABIOMED INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>003654100</cusip>
		<value>38202</value>
		<shrsOrPrnAmt>
			<sshPrnamt>122449</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>122449</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ABBVIE INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>00287Y109</cusip>
		<value>4190</value>
		<shrsOrPrnAmt>
			<sshPrnamt>37211</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>37211</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>KELLOGG CO</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>487836108</cusip>
		<value>13661</value>
		<shrsOrPrnAmt>
			<sshPrnamt>212364</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>212364</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>COLGATE-PALMOLIVE CO</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>194162103</cusip>
		<value>17254</value>
		<shrsOrPrnAmt>
			<sshPrnamt>212195</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>212195</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>KROGER CO/THE</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>501044101</cusip>
		<value>33974</value>
		<shrsOrPrnAmt>
			<sshPrnamt>887050</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>887050</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>JOHNSON  JOHNSON</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>478160104</cusip>
		<value>72851</value>
		<shrsOrPrnAmt>
			<sshPrnamt>442244</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>418141</Sole>
			<Shared>0</Shared>
			<None>24103</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>THE PROCTER  GAMBLE COMPANY</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>742718109</cusip>
		<value>1747</value>
		<shrsOrPrnAmt>
			<sshPrnamt>12951</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>12951</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>AUTOMATIC DATA PROCESSING INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>053015103</cusip>
		<value>96215</value>
		<shrsOrPrnAmt>
			<sshPrnamt>484419</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>454652</Sole>
			<Shared>0</Shared>
			<None>29767</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>TERADYNE INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>880770102</cusip>
		<value>76262</value>
		<shrsOrPrnAmt>
			<sshPrnamt>569290</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>569290</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>DANAHER CORP</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>235851102</cusip>
		<value>4303</value>
		<shrsOrPrnAmt>
			<sshPrnamt>16037</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>16037</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>T-MOBILE US INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>872590104</cusip>
		<value>3494</value>
		<shrsOrPrnAmt>
			<sshPrnamt>24128</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>24128</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CLOROX CO/THE</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>189054109</cusip>
		<value>27517</value>
		<shrsOrPrnAmt>
			<sshPrnamt>152939</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>134189</Sole>
			<Shared>0</Shared>
			<None>18750</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ABBOTT LABORATORIES</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>002824100</cusip>
		<value>2844</value>
		<shrsOrPrnAmt>
			<sshPrnamt>24540</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>24540</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ZOETIS INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>98978V103</cusip>
		<value>3539</value>
		<shrsOrPrnAmt>
			<sshPrnamt>18995</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>18995</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>AVERY DENNISON CORP</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>053611109</cusip>
		<value>38298</value>
		<shrsOrPrnAmt>
			<sshPrnamt>182251</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>182251</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>MERCK  CO INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>58933Y105</cusip>
		<value>29173</value>
		<shrsOrPrnAmt>
			<sshPrnamt>375120</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>375120</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>NUCOR CORP</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>670346105</cusip>
		<value>41723</value>
		<shrsOrPrnAmt>
			<sshPrnamt>434969</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>399348</Sole>
			<Shared>0</Shared>
			<None>35621</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>WALT DISNEY CO/THE</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>254687106</cusip>
		<value>76143</value>
		<shrsOrPrnAmt>
			<sshPrnamt>433319</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>433319</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>TARGET CORP</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>87612E106</cusip>
		<value>33238</value>
		<shrsOrPrnAmt>
			<sshPrnamt>137536</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>137536</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ESSENTIAL UTILITIES INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>29670G102</cusip>
		<value>56536</value>
		<shrsOrPrnAmt>
			<sshPrnamt>1237101</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>1237101</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>TESLA INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>88160R101</cusip>
		<value>28082</value>
		<shrsOrPrnAmt>
			<sshPrnamt>41305</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>41305</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>BEST BUY CO INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>086516101</cusip>
		<value>22720</value>
		<shrsOrPrnAmt>
			<sshPrnamt>197655</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>197655</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>SERVICENOW INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>81762P102</cusip>
		<value>77713</value>
		<shrsOrPrnAmt>
			<sshPrnamt>141451</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>141451</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>OMNICOM GROUP INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>681919106</cusip>
		<value>18062</value>
		<shrsOrPrnAmt>
			<sshPrnamt>225797</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>225797</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>VERIZON COMMUNICATIONS INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>92343V104</cusip>
		<value>28506</value>
		<shrsOrPrnAmt>
			<sshPrnamt>508755</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>508755</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>US BANCORP</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>902973304</cusip>
		<value>28329</value>
		<shrsOrPrnAmt>
			<sshPrnamt>497434</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>497434</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>STATE STREET CORP</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>857477103</cusip>
		<value>33224</value>
		<shrsOrPrnAmt>
			<sshPrnamt>403843</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>403843</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ALIBABA GROUP HOLDING LTD</nameOfIssuer>
		<titleOfClass>ADR USD</titleOfClass>
		<cusip>01609W102</cusip>
		<value>42952</value>
		<shrsOrPrnAmt>
			<sshPrnamt>189400</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>189400</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>APPLE INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>037833100</cusip>
		<value>457434</value>
		<shrsOrPrnAmt>
			<sshPrnamt>3340886</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>3340886</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>GENTHERM INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>37253A103</cusip>
		<value>2558</value>
		<shrsOrPrnAmt>
			<sshPrnamt>35999</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>35999</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>KLA CORP</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>482480100</cusip>
		<value>3009</value>
		<shrsOrPrnAmt>
			<sshPrnamt>9281</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>9281</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>NIKE INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>654106103</cusip>
		<value>42427</value>
		<shrsOrPrnAmt>
			<sshPrnamt>274786</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>274786</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>HOME DEPOT INC/THE</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>437076102</cusip>
		<value>5557</value>
		<shrsOrPrnAmt>
			<sshPrnamt>17433</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>17433</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>MICRON TECHNOLOGY INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>595112103</cusip>
		<value>19947</value>
		<shrsOrPrnAmt>
			<sshPrnamt>234727</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>234727</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CITIZENS FINANCIAL GROUP INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>174610105</cusip>
		<value>19507</value>
		<shrsOrPrnAmt>
			<sshPrnamt>425451</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>425451</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>MANULIFE FINANCIAL CORP</nameOfIssuer>
		<titleOfClass>COMMON STOCK CAD</titleOfClass>
		<cusip>56501R106</cusip>
		<value>1276</value>
		<shrsOrPrnAmt>
			<sshPrnamt>64759</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>0</Sole>
			<Shared>0</Shared>
			<None>64759</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CNO FINANCIAL GROUP INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>12621E103</cusip>
		<value>2758</value>
		<shrsOrPrnAmt>
			<sshPrnamt>116806</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>116806</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>MARTEN TRANSPORT LTD</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>573075108</cusip>
		<value>1534</value>
		<shrsOrPrnAmt>
			<sshPrnamt>93040</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>93040</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>PAYPAL HOLDINGS INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>70450Y103</cusip>
		<value>41225</value>
		<shrsOrPrnAmt>
			<sshPrnamt>141496</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>141496</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>ALPHABET INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>02079K107</cusip>
		<value>203343</value>
		<shrsOrPrnAmt>
			<sshPrnamt>81152</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>81152</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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	<infoTable>
		<nameOfIssuer>ALPHABET INC</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>02079K305</cusip>
		<value>68365</value>
		<shrsOrPrnAmt>
			<sshPrnamt>28021</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>28021</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>CDW CORP/DE</nameOfIssuer>
		<titleOfClass>COMMON STOCK USD</titleOfClass>
		<cusip>12514G108</cusip>
		<value>15493</value>
		<shrsOrPrnAmt>
			<sshPrnamt>88732</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>88732</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
	</infoTable>
	<infoTable>
		<nameOfIssuer>JD.COM INC</nameOfIssuer>
		<titleOfClass>ADR USD</titleOfClass>
		<cusip>47215P106</cusip>
		<value>40647</value>
		<shrsOrPrnAmt>
			<sshPrnamt>509300</sshPrnamt>
			<sshPrnamtType>SH</sshPrnamtType>
		</shrsOrPrnAmt>
		<investmentDiscretion>SOLE</investmentDiscretion>
		<votingAuthority>
			<Sole>509300</Sole>
			<Shared>0</Shared>
			<None>0</None>
		</votingAuthority>
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</informationTable>
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</SEC-DOCUMENT>