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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 8.640 | 11.310 | 2.670 |
Shares | 74.730 | 74.730 | 0.000 |
Bonds | 10.840 | 10.840 | 0.000 |
Preferred | 0.250 | 0.250 | 0.000 |
Other | 5.540 | 5.540 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.240 | 12.857 |
Price to Book | 1.910 | 2.058 |
Price to Sales | 1.596 | 1.621 |
Price to Cash Flow | 11.284 | 8.885 |
Dividend Yield | 2.963 | 3.569 |
5 Years Earnings Growth | 8.970 | 10.603 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 29.240 | 22.192 |
Technology | 12.810 | 10.324 |
Consumer Cyclical | 11.380 | 13.821 |
Industrials | 8.400 | 7.365 |
Communication Services | 8.180 | 12.213 |
Consumer Defensive | 7.780 | 9.295 |
Basic Materials | 7.170 | 11.788 |
Real Estate | 6.640 | 9.256 |
Healthcare | 5.660 | 6.438 |
Energy | 2.250 | 3.347 |
Utilities | 0.500 | 1.252 |
Number of long holdings: 14
Number of short holdings: 5
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Laurium Flexible Prescient Fund B4 | ZAE000189908 | 22.86 | 2.962 | -0.06% | |
36ONE BCI Flexible Opportunity Fund C2 | ZAE000180469 | 22.23 | 11.526 | -0.05% | |
Granate BCI Flexible B | ZAE000283255 | 18.80 | - | - | |
Credo Global Equity B Retail USD Acc | IE00BDFZRB04 | 10.66 | - | - | |
MI-PLAN IP Global Macro B2 | ZAE000286696 | 9.53 | - | - | |
Satrix MSCI World Feeder | ZAE000246104 | 4.97 | 9,870 | -1.18% | |
Satrix S&P 500 Feeder | ZAE000246641 | 4.80 | 11,012 | -1.29% | |
Rootstock SCI Worldwide Flexible Fund A | ZAE000136420 | 4.72 | 5.850 | +0.11% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PortfolioMetrix BCI Global Eq B2 | 9.01B | -1.53 | 13.06 | 12.16 | ||
PortfolioMetrix BCI Global Eq B1 | 9.01B | -1.47 | 13.51 | 12.65 | ||
Investec Wealth Investmen BCI Bal H | 9.97B | 0.61 | 9.96 | - | ||
36ONE BCI Equity B | 9.15B | 3.39 | 10.72 | 11.89 | ||
36ONE BCI Equity A | 9.15B | 2.99 | 8.81 | 9.72 |
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