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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 59.33 | 59.33 | 0.00 |
Bonds | 39.75 | 39.77 | 0.02 |
Convertible | 0.06 | 0.06 | 0.00 |
Preferred | 0.02 | 0.02 | 0.00 |
Other | 0.85 | 0.86 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.69 | 15.41 |
Price to Book | 2.25 | 2.26 |
Price to Sales | 1.54 | 1.62 |
Price to Cash Flow | 9.54 | 9.86 |
Dividend Yield | 2.55 | 2.89 |
5 Years Earnings Growth | 10.30 | 10.51 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.95 | 16.74 |
Financial Services | 16.01 | 17.68 |
Healthcare | 11.59 | 10.32 |
Industrials | 11.48 | 11.75 |
Consumer Cyclical | 10.82 | 10.49 |
Consumer Defensive | 8.12 | 7.78 |
Communication Services | 6.69 | 6.34 |
Energy | 5.64 | 4.41 |
Basic Materials | 4.65 | 5.44 |
Utilities | 2.61 | 3.55 |
Real Estate | 2.44 | 6.15 |
Number of long holdings: 17
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard FTSE Dev World ex UK Equity Index Acc | GB00B59G4Q73 | 19.44 | 711.28 | +0.79% | |
Vanguard Global Bond Index Fund GBP Hedged Accumul | IE00B50W2R13 | 19.19 | 151.947 | +0.17% | |
Vanguard US Equity Index Acc | GB00B5B71Q71 | 16.14 | 1,053.23 | +1.17% | |
Vanguard FTSE UK All Share Index Unit Trust Accumu | GB00B3X7QG63 | 14.50 | 274.65 | +0.29% | |
Vanguard U.K. Government Bond Index Fund GBP Acc | IE00B1S75374 | 6.33 | 131.277 | +0.58% | |
Vanguard Emerging Markets Stock Index Fund GBP Acc | IE00B50MZ724 | 4.51 | 266.935 | -0.77% | |
Vanguard U.K. Investment Grade Bond Index Fund GBP | IE00B1S74Q32 | 4.19 | 96.941 | +0.33% | |
Vanguard FTSE Developed Europe ex UK Equity Index | GB00B5B71H80 | 3.13 | 375.418 | -0.77% | |
Vanguard Global Aggregate Bond UCITS ETF GBP Hedge | IE00BG47K971 | 2.95 | 24.60 | 0.00% | |
Vanguard U.K. Inflation-Linked Gilt Index Fund GBP | GB00B45Q9038 | 2.59 | 139.642 | +0.81% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
VG Plus GBP Accumulation | 17.73B | 21.79 | 10.12 | 12.83 | ||
VG Institutional Plus GBP Income | 17.73B | 21.82 | 10.12 | 12.83 | ||
FTSE Dev World ex UK Equity Index A | 17.73B | 6.40 | 12.13 | 12.73 | ||
FTSE Dev World ex UK Equity Index I | 17.73B | 6.41 | 12.13 | 12.73 | ||
US Equity Index Acc | 16.7B | 7.37 | 13.11 | 14.79 |
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