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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 27.36 | 46.12 | 18.76 |
Stocks | 18.17 | 20.76 | 2.59 |
Bonds | 29.51 | 31.13 | 1.62 |
Convertible | 0.26 | 0.26 | 0.00 |
Other | 24.69 | 25.25 | 0.56 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.02 | 14.63 |
Price to Book | 1.77 | 2.14 |
Price to Sales | 1.28 | 1.52 |
Price to Cash Flow | 8.19 | 9.05 |
Dividend Yield | 2.85 | 3.21 |
5 Years Earnings Growth | 9.03 | 10.06 |
Name | Net % | Category Average |
---|---|---|
Consumer Cyclical | 22.48 | 9.06 |
Consumer Defensive | 18.97 | 9.62 |
Real Estate | 13.32 | 4.59 |
Technology | 13.23 | 19.12 |
Financial Services | 10.24 | 15.61 |
Industrials | 9.11 | 12.17 |
Healthcare | 4.81 | 13.42 |
Energy | 4.11 | 4.96 |
Communication Services | 1.84 | 6.56 |
Basic Materials | 1.73 | 5.58 |
Utilities | 0.15 | 4.53 |
Number of long holdings: 27
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vontobel Ttfr Abs Ret Crdt AQG GBP | LU1530788402 | 7.68 | - | - | |
Muzinich Enhancedyield S-T HGBP Inc G | - | 5.52 | - | - | |
United States Treasury Notes 0.62% | - | 5.44 | - | - | |
Ashmore EM Lcl Ccy Bd Z2 USD Inc | LU1078673339 | 4.94 | - | - | |
Insight LIBOR Plus B | - | 4.62 | - | - | |
MW TOPS UCITS G GBP | - | 4.51 | - | - | |
Janus Henderson UK Pty PAIF I Inc | - | 3.90 | - | - | |
M&G Property Portfolio GBP I Inc | - | 3.78 | - | - | |
BlueBay Global Sov Opps C GBP(CPf)(AID) | LU1762241427 | 3.51 | - | - | |
Lyxor/Sandler US Equity SI2 GBP | - | 3.50 | - | - |
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