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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.420 | 5.420 | 0.000 |
Stocks | 94.580 | 94.580 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.101 | 24.032 |
Price to Book | 3.186 | 4.517 |
Price to Sales | 2.365 | 3.291 |
Price to Cash Flow | 12.810 | 15.892 |
Dividend Yield | 1.566 | 1.221 |
5 Years Earnings Growth | 11.160 | 12.392 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.430 | 26.687 |
Healthcare | 17.520 | 16.365 |
Consumer Cyclical | 12.480 | 12.488 |
Financial Services | 12.160 | 13.478 |
Industrials | 10.810 | 11.873 |
Communication Services | 9.570 | 7.955 |
Consumer Defensive | 6.020 | 8.048 |
Basic Materials | 4.600 | 4.328 |
Energy | 3.140 | 3.307 |
Utilities | 0.710 | 2.277 |
Real Estate | 0.560 | 1.947 |
Number of long holdings: 263
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 3.96 | 410.54 | +0.29% | |
Novo Nordisk B | DK0062498333 | 3.19 | 883.2 | +0.07% | |
Meta Platforms | US30303M1027 | 2.95 | 472.60 | +0.93% | |
Broadcom | US11135F1012 | 2.45 | 1,325.37 | +1.71% | |
Taiwan Semicon | TW0002330008 | 2.19 | 802.00 | +2.04% | |
AstraZeneca | GB0009895292 | 1.64 | 12,296.1 | +0.26% | |
Tesla | US88160R1014 | 1.56 | 174.72 | -1.74% | |
Eli Lilly | US5324571083 | 1.53 | 774.76 | -0.39% | |
NVIDIA | US67066G1040 | 1.30 | 904.12 | -0.16% | |
Vertex | US92532F1003 | 1.27 | 418.82 | +2.09% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Cap Group New Perspective lux C GBP | 13.82B | 8.20 | 5.30 | - | ||
Cap Group NewPerspective lux ZL GBP | 13.82B | 8.03 | 4.70 | 10.35 | ||
Cap Group NewPerspective lux A7 GBP | 13.82B | 8.04 | 4.82 | - | ||
CapGroup NewPerspective lux ZLd GBP | 13.82B | 8.06 | 4.70 | 10.35 | ||
Cap Group Glbl Eq lux A4 GBP | 771.79M | 8.70 | 8.65 | 10.82 |
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