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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 75.290 | 75.290 | 0.000 |
Bonds | 23.710 | 23.740 | 0.030 |
Convertible | 0.040 | 0.040 | 0.000 |
Preferred | 0.020 | 0.020 | 0.000 |
Other | 0.940 | 0.950 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.080 | 15.754 |
Price to Book | 2.168 | 2.390 |
Price to Sales | 1.476 | 1.773 |
Price to Cash Flow | 9.097 | 11.000 |
Dividend Yield | 2.626 | 2.571 |
5 Years Earnings Growth | 10.108 | 9.906 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.200 | 20.359 |
Financial Services | 16.110 | 15.693 |
Healthcare | 11.810 | 13.388 |
Industrials | 11.150 | 14.177 |
Consumer Cyclical | 10.360 | 9.625 |
Consumer Defensive | 8.500 | 6.176 |
Communication Services | 6.650 | 7.110 |
Energy | 5.970 | 2.901 |
Basic Materials | 5.030 | 5.099 |
Utilities | 2.780 | 2.248 |
Real Estate | 2.450 | 3.755 |
Number of long holdings: 12
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard FTSE Dev World ex UK Equity Index Acc | GB00B59G4Q73 | 18.88 | 647.11 | +0.20% | |
Vanguard US Equity Index Acc | GB00B5B71Q71 | 18.15 | 921.10 | +0.51% | |
Vanguard Global Bond Index Fund GBP Hedged Accumul | IE00B50W2R13 | 16.61 | 146.764 | +0.06% | |
Vanguard FTSE UK All Share Index Unit Trust Accumu | GB00B3X7QG63 | 14.46 | 276.97 | +0.34% | |
Vanguard FTSE North America UCITS ETF USD Accuimul | IE00BK5BQW10 | 5.96 | 130.00 | -0.15% | |
Vanguard Emerging Markets Stock Index Fund GBP Acc | IE00B50MZ724 | 5.54 | 261.329 | -0.99% | |
Vanguard FTSE Developed Europe ex UK Equity Index | GB00B5B71H80 | 4.79 | 400.890 | -0.22% | |
Vanguard FTSE 100 UCITS GBP Acc | IE00BFMXYP42 | 4.78 | 41.50 | -0.25% | |
Vanguard U.K. Government Bond Index Fund GBP Acc | IE00B1S75374 | 4.49 | 131.184 | +0.02% | |
Vanguard U.K. Investment Grade Bond Index Fund GBP | IE00B1S74Q32 | 2.65 | 94.487 | -0.01% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 80 Equity Fund A Acc | 11.52B | 2.96 | 6.53 | 8.34 | ||
LifeStrategy 80 Equity Fund A Inc | 11.52B | 2.96 | 6.53 | 8.34 | ||
LifeStrategy 40 Equity Fund A Acc | 6.06B | 0.46 | 0.60 | 4.77 | ||
LifeStrategy 40 Equity Fund A Inc | 6.06B | 0.46 | 0.60 | 4.78 | ||
GB00BZ82ZZ20 | 914.66M | 0.27 | 7.06 | - |
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