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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.410 | 9.670 | 8.260 |
Stocks | 73.020 | 73.020 | 0.000 |
Bonds | 12.930 | 13.200 | 0.270 |
Convertible | 0.010 | 0.010 | 0.000 |
Preferred | 0.020 | 0.020 | 0.000 |
Other | 12.610 | 12.610 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.661 | 15.851 |
Price to Book | 2.436 | 2.122 |
Price to Sales | 1.779 | 1.622 |
Price to Cash Flow | 11.488 | 9.526 |
Dividend Yield | 2.042 | 2.537 |
5 Years Earnings Growth | 11.363 | 10.995 |
Name | Net % | Category Average |
---|---|---|
Technology | 22.280 | 18.410 |
Industrials | 15.110 | 11.056 |
Financial Services | 14.400 | 15.559 |
Consumer Cyclical | 12.210 | 10.955 |
Healthcare | 11.540 | 10.481 |
Communication Services | 7.240 | 7.336 |
Consumer Defensive | 5.150 | 7.492 |
Basic Materials | 4.660 | 5.085 |
Energy | 3.390 | 4.950 |
Utilities | 2.150 | 3.198 |
Real Estate | 1.880 | 6.055 |
Number of long holdings: 23
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Lyxor UCITS S&P 500 D-USD | LU0496786657 | 10.12 | 56.64 | +0.53% | |
iShares S&P 500 Equal Weight UCITS USD (Acc) | IE000MLMNYS0 | 8.07 | 5.82 | +0.41% | |
Robeco BP US Premium Equities IE £ | LU0432313244 | 8.00 | 520.910 | -0.19% | |
iShares Core S&P 500 UCITS | IE00B5BMR087 | 6.36 | 580.42 | +0.53% | |
Pictet - Global Environmental Opportunities I dy G | LU0503632878 | 6.08 | 335.940 | +0.49% | |
BGF Continental Eurp Flex D4 | LU1202926504 | 5.97 | - | - | |
Hermes Asia Ex Japan Equity Fund F GBP Inc | IE00B84WGD25 | 5.84 | 2.470 | +0.08% | |
AMUNDI S&P 500 C | - | 5.32 | - | - | |
Loomis Sayles US Growth Eq S/A GBP | LU1435386641 | 5.26 | - | - | |
JOHCM Continental European A GBP | IE0033009121 | 5.15 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Multi Asset Balanced Fund A USD Can | 2.26M | 3.09 | 1.44 | 4.36 | ||
Multi Asset Balanced Fund B USD Acc | 2.65M | 3.05 | 1.03 | 4.09 | ||
Multi Asset Conservative Fund B USD | 15.29M | -5.51 | 1.95 | - |
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