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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.01 | 0.01 | 0.00 |
Shares | 19.65 | 19.65 | 0.00 |
Bonds | 79.89 | 79.92 | 0.03 |
Convertible | 0.11 | 0.11 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.34 | 0.34 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.65 | 14.09 |
Price to Book | 2.25 | 1.72 |
Price to Sales | 1.54 | 1.24 |
Price to Cash Flow | 9.58 | 9.20 |
Dividend Yield | 2.57 | 3.57 |
5 Years Earnings Growth | 10.32 | 9.61 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.12 | 16.39 |
Financial Services | 16.18 | 21.40 |
Healthcare | 11.46 | 12.70 |
Industrials | 11.18 | 10.45 |
Consumer Cyclical | 10.70 | 11.93 |
Consumer Defensive | 8.19 | 7.48 |
Communication Services | 6.77 | 9.31 |
Energy | 5.80 | 5.52 |
Basic Materials | 4.68 | 6.16 |
Utilities | 2.62 | 3.80 |
Real Estate | 2.29 | 9.24 |
Number of long holdings: 13
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Global Bond Index Fund GBP Hedged Accumul | IE00B50W2R13 | 18.81 | 147.120 | +0.27% | |
Vanguard FTSE Dev World ex UK Equity Index Acc | GB00B59G4Q73 | 13.57 | 645.02 | +1.17% | |
Vanguard U.K. Government Bond Index Fund GBP Acc | IE00B1S75374 | 13.04 | 132.344 | +1.01% | |
Vanguard Global Aggregate Bond UCITS ETF GBP Hedge | IE00BG47K971 | 12.30 | 23.81 | +0.51% | |
Vanguard U.K. Investment Grade Bond Index Fund GBP | IE00B1S74Q32 | 7.64 | 94.865 | +0.61% | |
Vanguard U.S. Government Bond Index Fund GBP Hedge | IE00BFRTDB69 | 6.32 | 101.089 | +0.17% | |
Vanguard U.K. Inflation-Linked Gilt Index Fund GBP | GB00B45Q9038 | 6.16 | 145.811 | +1.21% | |
Vanguard U.S. Invm Grd Crdt Idx £ HAcc | IE00BFRTDC76 | 5.88 | - | - | |
Vanguard Euro Government Bond Index Fund GBP Hedge | IE00BFRTD722 | 5.24 | 117.372 | +0.36% | |
Vanguard FTSE UK All Share Index Unit Trust Accumu | GB00B3X7QG63 | 4.95 | 275.17 | +1.68% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Acc | 14.96B | 1.72 | 3.51 | 6.54 | ||
LifeStrategy 60 Equity Fund A Inc | 14.96B | 1.72 | 3.51 | 6.54 | ||
US Equity Index Acc | 14.71B | 7.37 | 13.11 | 14.79 | ||
US Equity Index Inc | 14.71B | 7.37 | 13.11 | 14.79 | ||
FTSE Dev World ex UK Equity Index A | 14.99B | 6.40 | 12.13 | 12.73 |
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