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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 8.940 | 12.910 | 3.970 |
Stocks | 40.100 | 40.120 | 0.020 |
Bonds | 44.750 | 44.910 | 0.160 |
Convertible | 0.080 | 0.080 | 0.000 |
Preferred | 0.020 | 0.020 | 0.000 |
Other | 6.100 | 12.620 | 6.520 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.304 | 14.935 |
Price to Book | 2.184 | 2.081 |
Price to Sales | 1.381 | 1.543 |
Price to Cash Flow | 9.838 | 9.156 |
Dividend Yield | 2.868 | 3.099 |
5 Years Earnings Growth | 9.249 | 10.512 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 18.190 | 10.890 |
Industrials | 16.660 | 12.421 |
Financial Services | 12.550 | 16.954 |
Technology | 12.500 | 16.322 |
Consumer Defensive | 8.550 | 7.969 |
Consumer Cyclical | 7.750 | 10.302 |
Real Estate | 6.860 | 6.620 |
Energy | 4.930 | 4.821 |
Basic Materials | 4.800 | 5.792 |
Communication Services | 4.580 | 6.449 |
Utilities | 2.620 | 3.414 |
Number of long holdings: 28
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Core FTSE 100 UCITS ETF GBP (Dist) | IE0005042456 | 8.95 | 800.70 | +0.78% | |
Vanguard U.K. Government Bd Idx Instl Pls GBP Inc | IE00BPT2BR59 | 7.47 | 83.034 | -0.11% | |
iShares GBP Ultrashort Bond GBP | IE00BCRY6441 | 5.99 | 102.70 | +0.07% | |
Brevan Howard Abs Rt Govt Bd A2M GBP Dis | LU2428338565 | 5.94 | - | - | |
CT (Lux) UK Equity Income LGP | LU1475748270 | 5.93 | - | - | |
Atlantic House Defined Ret I Inc GBP | IE00BF2ZW348 | 5.86 | - | - | |
Invesco UK Gilts UCITS GBP Inc | IE00BG0TQC25 | 4.99 | 2,965.50 | +0.59% | |
Vanguard UK Invm Grd Bd Idx Ins Pl £Dist | IE00BPT2BT73 | 4.46 | - | - | |
Fortem Capital Absolute Return A GBP Acc | IE000KIW4961 | 4.01 | - | - | |
T. Rowe Price US Smlr Cm Eq Id USD 2 | LU2584622976 | 3.99 | - | - |
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