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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 8.120 | 64.530 | 56.410 |
Shares | 40.610 | 40.610 | 0.000 |
Bonds | 45.200 | 45.200 | 0.000 |
Convertible | 0.250 | 0.250 | 0.000 |
Other | 5.820 | 5.820 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.042 | 18.448 |
Price to Book | 2.055 | 2.894 |
Price to Sales | 1.555 | 2.105 |
Price to Cash Flow | 9.163 | 11.642 |
Dividend Yield | 2.610 | 2.416 |
5 Years Earnings Growth | 10.585 | 9.694 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.200 | 21.990 |
Financial Services | 17.770 | 18.187 |
Consumer Cyclical | 10.830 | 9.704 |
Industrials | 8.850 | 11.365 |
Healthcare | 8.660 | 9.546 |
Communication Services | 8.350 | 7.865 |
Consumer Defensive | 6.180 | 6.571 |
Basic Materials | 5.370 | 3.535 |
Energy | 5.040 | 4.047 |
Utilities | 2.460 | 3.369 |
Real Estate | 2.290 | 5.599 |
Number of long holdings: 36
Number of short holdings: 5
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BlackRock Index Selection Fund North America Index | IE00B040CX25 | 19.39 | 55.926 | +1.09% | |
iShares US Corp Bd Idx (IE) Flex Dis USD | IE00BYQQ0Z40 | 16.07 | - | - | |
iShares EmergMkts Idx (IE) Flex Dis GBP | IE00B3D07S45 | 13.40 | - | - | |
iShares Euro InvGrdCorpBdIdx(IE)InstDis€ | IE00B3XPCW80 | 10.45 | - | - | |
iShares US Index (IE) Flex Dis USD | IE00BYQQ1F19 | 7.43 | - | - | |
iShares Europe ex-UK Idx (IE) Flex Dis€ | IE00B0407Y83 | 5.77 | - | - | |
iShares Global Inflation Linked Govt Bond UCITS GB | IE00BMDBML89 | 2.76 | 4.52 | +0.15% | |
iShares Wld ex-EurGovtBdIdx(IE)Flex Dis$ | IE00BYQQ0X26 | 2.42 | - | - | |
iShares Core MSCI Emerging Markets IMI UCITS | IE00BKM4GZ66 | 2.39 | 44.23 | -0.87% | |
iShares $ Corp Bond USD | IE0032895942 | 2.30 | 105.34 | +0.34% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Barclays GlobalBeta Portfolio 3 R U | 2.83M | 7.99 | 10.93 | 7.84 | ||
Barclays GlobalBeta Portfolio 3 A A | 448.51K | 7.27 | 9.91 | 6.88 | ||
Barclays MultiManager Portfolio 3 i | 4.5M | 5.45 | 8.35 | 5.67 | ||
Barclays MultiManager Portfolio 3 a | 11.15M | 5.47 | 8.35 | 5.66 | ||
Barclays MultiManager Portfolio 3 R | 7.31M | 6.06 | 9.18 | 6.47 |
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