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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.110 | 5.950 | 1.840 |
Stocks | 68.090 | 68.090 | 0.000 |
Bonds | 2.210 | 2.420 | 0.210 |
Convertible | 0.050 | 0.050 | 0.000 |
Preferred | 1.990 | 1.990 | 0.000 |
Other | 23.560 | 23.560 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 10.872 | 12.640 |
Price to Book | 1.383 | 1.752 |
Price to Sales | 0.806 | 1.495 |
Price to Cash Flow | 6.638 | 8.046 |
Dividend Yield | 2.862 | 4.057 |
5 Years Earnings Growth | 10.049 | 11.109 |
Name | Net % | Category Average |
---|---|---|
Consumer Cyclical | 20.670 | 11.509 |
Financial Services | 19.060 | 19.817 |
Healthcare | 15.290 | 7.323 |
Communication Services | 11.740 | 12.694 |
Technology | 10.940 | 10.652 |
Industrials | 8.250 | 7.074 |
Consumer Defensive | 6.130 | 10.011 |
Energy | 3.940 | 4.026 |
Basic Materials | 3.780 | 12.874 |
Real Estate | 0.190 | 8.987 |
Utilities | 0.010 | 1.251 |
Number of long holdings: 16
Number of short holdings: 14
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Schroder ISF Glbl Rcvy X Acc USD | LU2305367240 | 18.99 | - | - | |
Artisan Global Value | - | 18.49 | - | - | |
Dodge And Cox Worldwide F | - | 18.43 | - | - | |
Baillie Gifford Worldwide | - | 8.84 | - | - | |
Scottish Mortgage | GB00BLDYK618 | 8.84 | 884.20 | -0.65% | |
Edinburgh Worldwide Inves | - | 8.03 | - | - | |
Fidelity China Special Si | - | 5.59 | - | - | |
Fidelity Emer Mkt Fd Usd | - | 4.99 | - | - | |
BNY Mellon Global Funds PLC - BNY Mellon Long-Term | IE00B90D9370 | 3.02 | 2.983 | +0.07% | |
Coronation Global Strategic USD Inc P | IE00BBPV5092 | 2.76 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Mazi Asset Prime Africa Eq B2 | 1.36B | 8.63 | 5.70 | - | ||
Mazi Asset Prime Africa Eq B3 | 1.36B | 9.48 | 6.59 | - | ||
Hollard Prime Strategic Defensive E | 970.98M | 2.54 | 8.49 | 8.35 | ||
Hollard Prime Strategic Defensive C | 970.98M | 3.75 | 8.75 | 8.27 | ||
Hollard Prime Strategic Defensive F | 970.98M | 3.51 | 8.14 | 7.62 |
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