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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 7.820 | 9.770 | 1.950 |
Stocks | 40.470 | 40.530 | 0.060 |
Bonds | 45.390 | 45.540 | 0.150 |
Convertible | 0.070 | 0.070 | 0.000 |
Preferred | 0.020 | 0.020 | 0.000 |
Other | 6.230 | 12.710 | 6.480 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.080 | 14.995 |
Price to Book | 2.138 | 2.091 |
Price to Sales | 1.354 | 1.559 |
Price to Cash Flow | 9.742 | 9.289 |
Dividend Yield | 2.958 | 3.117 |
5 Years Earnings Growth | 9.572 | 10.512 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 18.590 | 10.834 |
Industrials | 15.970 | 12.410 |
Technology | 12.710 | 16.403 |
Financial Services | 12.570 | 16.857 |
Consumer Defensive | 8.960 | 7.879 |
Consumer Cyclical | 7.440 | 10.236 |
Real Estate | 6.630 | 6.751 |
Energy | 5.000 | 4.904 |
Basic Materials | 4.720 | 5.796 |
Communication Services | 4.670 | 6.364 |
Utilities | 2.750 | 3.499 |
Number of long holdings: 28
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Core FTSE 100 UCITS ETF GBP (Dist) | IE0005042456 | 9.22 | 810.00 | -0.20% | |
Vanguard U.K. Government Bd Idx Instl Pls GBP Inc | IE00BPT2BR59 | 7.49 | 84.339 | -0.70% | |
iShares GBP Ultrashort Bond GBP | IE00BCRY6441 | 6.08 | 103.14 | -0.02% | |
CT (Lux) UK Equity Income LGP | LU1475748270 | 5.97 | - | - | |
Atlantic House Defined Ret I Inc GBP | IE00BF2ZW348 | 5.95 | - | - | |
Brevan Howard Abs Rt Govt Bd A2M GBP Dis | LU2428338565 | 5.93 | - | - | |
Invesco UK Gilts UCITS GBP Inc | IE00BG0TQC25 | 5.00 | 2,981.50 | -0.41% | |
Vanguard UK Invm Grd Bd Idx Ins Pl £Dist | IE00BPT2BT73 | 4.52 | - | - | |
T. Rowe Price US Smlr Cm Eq Id USD 2 | LU2584622976 | 4.05 | - | - | |
Fortem Capital Absolute Return A GBP Acc | IE000KIW4961 | 3.98 | - | - |
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