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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 97.13 | 97.13 | 0.00 |
Other | 3.02 | 3.02 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 11.23 | 13.56 |
Price to Book | 1.49 | 1.94 |
Price to Sales | 0.96 | 1.28 |
Price to Cash Flow | 7.25 | 8.56 |
Dividend Yield | 4.63 | 3.59 |
5 Years Earnings Growth | 8.73 | 8.94 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.30 | 17.08 |
Consumer Defensive | 14.64 | 14.82 |
Energy | 13.67 | 11.13 |
Industrials | 12.70 | 14.99 |
Healthcare | 11.58 | 11.94 |
Consumer Cyclical | 9.07 | 10.79 |
Basic Materials | 8.98 | 7.79 |
Communication Services | 4.17 | 5.54 |
Utilities | 2.81 | 3.55 |
Real Estate | 1.08 | 2.82 |
Technology | 1.01 | 3.33 |
Number of long holdings: 144
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell | GB00BP6MXD84 | 7.90 | 32.99 | +0.35% | |
AstraZeneca | GB0009895292 | 7.46 | 12,440.5 | -0.25% | |
Unilever | GB00B10RZP78 | 5.41 | 52.24 | -0.27% | |
HSBC | GB0005405286 | 5.13 | 692.40 | +1.27% | |
BP | GB0007980591 | 3.82 | 471.85 | +0.18% | |
GSK plc | GB00BN7SWP63 | 3.16 | 1,607.52 | +0.53% | |
Glencore | JE00B4T3BW64 | 3.04 | 459.30 | +1.03% | |
Rio Tinto PLC | GB0007188757 | 2.72 | 5,220.0 | -0.27% | |
Barclays | GB0031348658 | 2.54 | 206.95 | +1.02% | |
Relx | GB00B2B0DG97 | 2.09 | 3,612.00 | +0.33% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Perpetual High Income No Trail Acc | 2.38B | 5.94 | 6.54 | 1.85 | ||
Perpetual High Income No Trail Inc | 2.38B | 5.21 | 6.30 | 1.79 | ||
Invesco Perpetual High Income Z Acc | 2.38B | 6.06 | 6.81 | 2.11 | ||
Invesco Perpetual High Income Z Inc | 2.38B | 5.33 | 6.57 | 2.05 | ||
Invesco Perpetual Asian Acc | 2.18B | 5.73 | 1.50 | 9.18 |
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