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| Name | Net % | Long % | Short % |
|---|---|---|---|
| Cash | 4.37 | 42.53 | 38.16 |
| Shares | 43.60 | 45.45 | 1.85 |
| Bonds | 48.09 | 56.84 | 8.75 |
| Convertible | 0.13 | 0.13 | 0.00 |
| Preferred | 0.15 | 0.15 | 0.00 |
| Other | 3.67 | 3.85 | 0.18 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 15.86 | 16.46 |
| Price to Book | 2.26 | 2.36 |
| Price to Sales | 1.53 | 1.72 |
| Price to Cash Flow | 10.21 | 10.15 |
| Dividend Yield | 2.97 | 2.77 |
| 5 Years Earnings Growth | 9.11 | 9.20 |
| Name | Net % | Category Average |
|---|---|---|
| Financial Services | 19.47 | 18.31 |
| Technology | 17.01 | 17.46 |
| Industrials | 14.47 | 12.69 |
| Healthcare | 10.16 | 9.00 |
| Consumer Defensive | 9.33 | 7.19 |
| Consumer Cyclical | 9.25 | 10.23 |
| Communication Services | 5.75 | 6.95 |
| Energy | 4.97 | 3.98 |
| Basic Materials | 4.56 | 5.13 |
| Utilities | 3.47 | 3.58 |
| Real Estate | 1.57 | 6.29 |
Number of long holdings: 37
Number of short holdings: 1
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| Vanguard Global Bond Index Fund GBP Hedged Accumul | IE00B50W2R13 | 6.03 | 159.889 | -0.13% | |
| Vanguard FTSE UK All Share Index Unit Trust Accumu | GB00B3X7QG63 | 5.96 | 332.20 | +0.23% | |
| Invesco Perpetual Global Ex UK Enhanced Index Fund | GB00BZ8GWT74 | 5.01 | 6.15 | +0.85% | |
| Royal London Diversified ABS Fund Z Acc | GB00B4K6P774 | 4.02 | - | - | |
| WS Canlife Short Duration Corp Bd I Acc | GB00BD0CNP29 | 4.01 | - | - | |
| JPM Global Equity Income S GBP Net Acc | GB00BLJP7121 | 3.99 | - | - | |
| Invesco Tactical Bond UK Z Acc | GB00B8N45T82 | 3.99 | - | - | |
| JPM Europe (ex-UK) Rsh Enh Idx Eq E Acc | GB00BKTF1F72 | 3.94 | - | - | |
| CT North American Equity 2 Acc | GB0030281512 | 3.02 | - | - | |
| Invesco Physical Gold ETC | IE00B579F325 | 3.02 | 397.47 | -0.38% |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Portfolio Retail Accumulation | 4.2M | 9.27 | 9.30 | 5.87 | ||
| Universal Portfolio Retail Income | 21.95K | 9.27 | 9.27 | 6.01 | ||
| Sentinel Universal Portfolio B Accu | 108.2M | 9.69 | 10.07 | 6.56 | ||
| Sentinel Universal Portfolio Class | 1.42M | 2.30 | 6.98 | 5.51 | ||
| MGTS Greystone Global Growth Fund R | 74.17M | 6.37 | 9.21 | 9.67 |
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