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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 3.62 | 5.74 | 2.12 |
Stocks | 79.82 | 79.83 | 0.01 |
Bonds | 11.67 | 12.96 | 1.29 |
Convertible | 0.04 | 0.04 | 0.00 |
Other | 4.86 | 4.86 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.14 | 16.19 |
Price to Book | 3.36 | 2.30 |
Price to Sales | 2.48 | 1.70 |
Price to Cash Flow | 12.92 | 10.09 |
Dividend Yield | 2.00 | 2.66 |
5 Years Earnings Growth | 11.16 | 10.64 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.10 | 17.31 |
Financial Services | 15.98 | 16.82 |
Industrials | 15.70 | 13.43 |
Healthcare | 11.22 | 11.22 |
Consumer Cyclical | 10.45 | 10.37 |
Communication Services | 7.72 | 6.67 |
Basic Materials | 7.03 | 5.72 |
Consumer Defensive | 5.34 | 7.39 |
Energy | 4.21 | 4.95 |
Real Estate | 0.64 | 4.44 |
Utilities | 0.61 | 3.16 |
Number of long holdings: 119
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares MSCI World ESG Screened UCITS ETF USD (Acc | IE00BFNM3J75 | 5.77 | 9.51 | -1.35% | |
UBS - MSCI World Socially Responsible UCITS | LU0950674332 | 5.73 | 31.65 | -1.34% | |
Sarasin Responsible Strategic Bond I Inc | GB00B13GWG15 | 3.23 | - | - | |
Alphabet A | US02079K3059 | 3.15 | 150.92 | -4.02% | |
Microsoft | US5949181045 | 2.64 | 401.70 | -1.64% | |
Amazon.com | US0231351067 | 2.28 | 171.39 | -3.65% | |
Hitachi | JP3788600009 | 1.89 | 3,272.0 | -3.57% | |
Thermo Fisher Scientific | US8835561023 | 1.80 | 611.33 | +0.73% | |
CME Group | US12572Q1058 | 1.79 | 220.50 | +0.51% | |
Siemens AG | DE0007236101 | 1.59 | 161.14 | -2.47% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Thesis Juniper Acc | 314.86M | 9.59 | 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 | ||
Fund Climate Assets B GBP Income | 404.42M | 1.54 | 1.54 | 6.90 |
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