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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.74 | 66.19 | 65.45 |
Stocks | 41.63 | 41.63 | 0.00 |
Bonds | 55.45 | 94.19 | 38.74 |
Convertible | 0.32 | 0.32 | 0.00 |
Preferred | 0.10 | 0.10 | 0.00 |
Other | 1.76 | 1.76 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.51 | 15.12 |
Price to Book | 2.24 | 1.98 |
Price to Sales | 1.71 | 1.50 |
Price to Cash Flow | 10.62 | 8.97 |
Dividend Yield | 2.74 | 3.08 |
5 Years Earnings Growth | 11.32 | 10.53 |
Name | Net % | Category Average |
---|---|---|
Technology | 18.67 | 14.05 |
Financial Services | 16.29 | 17.28 |
Industrials | 13.11 | 12.62 |
Consumer Cyclical | 10.84 | 9.68 |
Healthcare | 9.13 | 10.00 |
Real Estate | 7.56 | 6.19 |
Communication Services | 6.48 | 5.90 |
Consumer Defensive | 5.59 | 8.58 |
Utilities | 4.83 | 4.10 |
Energy | 4.18 | 6.00 |
Basic Materials | 3.32 | 6.10 |
Number of long holdings: 38
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
abrdn Global Govt Bond Tracker X GBP Acc | GB00BK80KY50 | 11.23 | - | - | |
Standard Life Investments Global SICAV Absolute | LU0548158830 | 9.10 | 11.583 | +0.02% | |
abrdnII- Gbl Cp Bd S Acc HDG GBP | LU1684373407 | 6.00 | - | - | |
Standard Life Investments Global Index Linked Bond | GB00B00ZJP21 | 5.03 | 1.93 | -0.21% | |
Standard Life Investments Global SICAV Emerging Ma | LU0940448631 | 4.33 | 12.533 | +0.24% | |
abrdn American Equity I Acc | GB00B0XWN259 | 4.13 | - | - | |
abrdn American Equity Tracker N Acc | GB00BDFZ7321 | 3.92 | - | - | |
abrdn Short Dated Corp Bd I Acc | GB00BZCGBQ34 | 3.79 | - | - | |
abrdn Asia Pacific Equity K Acc | GB00BKC7YF17 | 3.38 | - | - | |
abrdnII- Gbl HY Bd D Acc HDG GBP | LU0455264704 | 3.35 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MyFolio Managed II Inst Acc | 1.07B | 4.20 | -0.91 | 2.96 | ||
MyFolio Market II Inst Acc | 1.04B | 5.45 | 0.77 | 4.06 | ||
MyFolio Market II Retail Platform 1 | 1.04B | 5.42 | 0.73 | 3.96 | ||
MyFolio Market IV Inst Acc | 1.03B | 8.42 | 3.83 | 6.71 | ||
MyFolio Market IV Retail Acc | 1.03B | 8.12 | 3.47 | 6.23 |
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