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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.860 | 5.000 | 4.140 |
Stocks | 53.270 | 53.320 | 0.050 |
Bonds | 45.780 | 45.840 | 0.060 |
Convertible | 0.020 | 0.020 | 0.000 |
Preferred | 0.050 | 0.050 | 0.000 |
Other | 0.030 | 0.160 | 0.130 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.044 | 17.197 |
Price to Book | 2.794 | 2.644 |
Price to Sales | 2.077 | 2.073 |
Price to Cash Flow | 12.271 | 11.403 |
Dividend Yield | 2.025 | 2.416 |
5 Years Earnings Growth | 11.585 | 11.275 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.910 | 27.312 |
Financial Services | 18.280 | 17.072 |
Consumer Cyclical | 12.800 | 12.286 |
Healthcare | 11.020 | 10.673 |
Industrials | 9.770 | 7.792 |
Communication Services | 6.870 | 7.509 |
Energy | 4.910 | 3.823 |
Consumer Defensive | 4.130 | 4.926 |
Basic Materials | 2.740 | 3.369 |
Real Estate | 2.480 | 3.236 |
Utilities | 2.100 | 3.189 |
Number of long holdings: 4
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Investment Funds - Global Balanced Fund C | LU0957039927 | 102.25 | 259.990 | +0.19% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Good Corporate Governance Long Term | 8.51B | -3.20 | -3.46 | 0.39 | ||
UOB Long Term Equity Fund | 4.63B | -3.30 | -4.03 | 0.05 | ||
Value Plus Dividend Long Term Equ | 3.64B | -3.34 | -3.85 | -0.07 | ||
UOB Smart Global Healthcare | 2.42B | 7.74 | -3.11 | - | ||
United Flexible Income N | 1.19B | -3.34 | -4.53 | - |
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