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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.52 | 8.23 | 4.71 |
Stocks | 67.51 | 67.51 | 0.00 |
Bonds | 24.07 | 24.37 | 0.30 |
Convertible | 0.02 | 0.02 | 0.00 |
Preferred | 0.03 | 0.03 | 0.00 |
Other | 4.85 | 4.86 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.92 | 16.19 |
Price to Book | 3.80 | 2.30 |
Price to Sales | 2.72 | 1.70 |
Price to Cash Flow | 15.33 | 10.09 |
Dividend Yield | 1.62 | 2.66 |
5 Years Earnings Growth | 10.65 | 10.64 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.73 | 17.31 |
Healthcare | 17.85 | 11.22 |
Financial Services | 14.56 | 16.82 |
Industrials | 13.20 | 13.43 |
Consumer Cyclical | 9.25 | 10.37 |
Consumer Defensive | 9.24 | 7.39 |
Communication Services | 4.31 | 6.67 |
Basic Materials | 2.32 | 5.72 |
Energy | 1.78 | 4.95 |
Utilities | 1.23 | 3.16 |
Real Estate | 0.52 | 4.44 |
Number of long holdings: 206
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Morgan Stanley Funds UK Global Brands Fund I Accum | GB0032482498 | 12.10 | 152.98 | -0.65% | |
iShares Core S&P 500 UCITS USD Dist | IE0031442068 | 6.91 | 4,118.5 | -1.06% | |
iShares $ Treasury Bond 1-3Yr UCITS Acc | IE00B3VWN179 | 6.55 | 118.56 | +0.28% | |
iShares Physical Gold | IE00B4ND3602 | 2.79 | 48.87 | +0.12% | |
Ninety One Global Environment I Inc | GB00BMXZ8896 | 2.23 | - | - | |
Findlay Park American USD | IE0002458671 | 1.64 | 221.220 | -0.68% | |
Brown Advisory Global Leaders SI USD Inc | IE00BG0R3B42 | 1.61 | - | - | |
Fundsmith Sustainable Equity I Inc USD | LU2289280625 | 1.55 | - | - | |
iShares Core MSCI Japan IMI UCITS ETF USD | IE00B4L5YX21 | 1.54 | 54.63 | -2.81% | |
Baillie Gifford WW Rspnb Div Gr IncBUSDD | IE000B5ZP5Z1 | 1.53 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Thesis Juniper Acc | 314.86M | 9.59 | 4.93 | 8.41 | ||
Thesis Juniper Inc | 633.14M | 9.60 | 4.93 | 8.41 | ||
Climate Assets C GBP Accumulation | 404.42M | 3.75 | 0.35 | 7.20 | ||
Fund Climate Assets C GBP Income | 404.42M | 3.74 | 0.33 | 7.17 | ||
Climate Assets B GBP Accumulation | 404.42M | 1.55 | 1.56 | 6.90 |
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