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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.84 | 10.78 | 7.94 |
Shares | 92.40 | 92.81 | 0.41 |
Bonds | 3.09 | 3.12 | 0.03 |
Convertible | 0.03 | 0.03 | 0.00 |
Preferred | 0.02 | 0.02 | 0.00 |
Other | 1.62 | 1.64 | 0.02 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.78 | 16.68 |
Price to Book | 1.97 | 2.41 |
Price to Sales | 1.56 | 1.92 |
Price to Cash Flow | 9.04 | 10.47 |
Dividend Yield | 2.66 | 2.56 |
5 Years Earnings Growth | 10.04 | 9.82 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.34 | 18.18 |
Financial Services | 19.17 | 18.49 |
Consumer Cyclical | 11.37 | 10.69 |
Industrials | 11.04 | 13.33 |
Healthcare | 8.84 | 10.91 |
Communication Services | 7.76 | 6.88 |
Consumer Defensive | 6.85 | 7.14 |
Energy | 4.63 | 3.64 |
Basic Materials | 4.39 | 5.14 |
Utilities | 3.43 | 4.74 |
Real Estate | 3.17 | 3.88 |
Number of long holdings: 24
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Index Emerging Markets P Accumulation | GB00BHZK8D21 | 15.05 | 1.967 | +0.58% | |
HSBC American Index Fund Retail Accumulation | GB0000470418 | 12.29 | 12.80 | +0.39% | |
Legal & General US Index Trust C Acc | GB00BG0QPL51 | 12.14 | 12.55 | +0.97% | |
abrdn Asia Pacific ex-Japan TrkrN£Acc | GB00BKBD2G73 | 11.35 | - | - | |
L&G S&P 500 US Equal Wght Idx C GBP Acc | GB00BSWT8Q21 | 6.30 | - | - | |
BlackRock UK Equity Tracker Fund L Acc | GB00B08HD810 | 6.05 | 3.40 | +1.38% | |
Legal & General UK Index Trust C Acc | GB00BG0QPJ30 | 6.05 | 4.64 | +0.76% | |
BlackRock Japan Equity Tracker Fund L Acc | GB00B08HDJ29 | 5.90 | 3.18 | -0.33% | |
L&G Emerging Mkts Eq Idx C GBP Acc | IE00BK1WXV60 | 5.14 | - | - | |
iShares Continen Eurp Eq Idx (UK) L Acc | GB00B08HDG97 | 4.70 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Architas Multi Asset Passive Intera | 11.93M | 1.22 | 4.22 | 5.10 | ||
Architas Multi Asset Passive Interz | 45.72M | 1.37 | 4.59 | 5.48 | ||
Architas Multi Asset Passive Interd | 20.49M | 0.40 | 3.13 | 5.12 | ||
Architas Multi Asset Passive Interm | 404.11M | 0.40 | 3.17 | 5.15 | ||
Passive Intermediate Fund Class R A | 34.5M | 1.04 | 3.76 | 4.65 |
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