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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.15 | 13.33 | 13.18 |
Shares | 98.47 | 98.47 | 0.00 |
Other | 1.42 | 1.45 | 0.03 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 11.18 | 13.45 |
Price to Book | 1.58 | 1.91 |
Price to Sales | 0.86 | 1.24 |
Price to Cash Flow | 7.08 | 8.83 |
Dividend Yield | 4.12 | 3.56 |
5 Years Earnings Growth | 9.26 | 9.19 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 18.00 | 19.97 |
Industrials | 15.34 | 15.35 |
Consumer Defensive | 14.66 | 14.40 |
Energy | 12.74 | 9.68 |
Consumer Cyclical | 11.68 | 9.87 |
Healthcare | 8.39 | 11.16 |
Basic Materials | 6.45 | 7.21 |
Communication Services | 5.05 | 5.83 |
Utilities | 3.52 | 3.58 |
Real Estate | 2.62 | 2.51 |
Technology | 1.55 | 3.23 |
Number of long holdings: 422
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Shell | GB00BP6MXD84 | 7.99 | 29.50 | -7.47% | |
Unilever | GB00B10RZP78 | 3.83 | 55.26 | -2.64% | |
HSBC | GB0005405286 | 3.78 | 760.00 | -5.56% | |
BP | GB0007980591 | 3.21 | 370.70 | -7.43% | |
AstraZeneca ADR | US0463531089 | 2.46 | 68.77 | -6.97% | |
GSK plc | GB00BN7SWP63 | 2.38 | 1,417.50 | -3.28% | |
Relx | GB00B2B0DG97 | 2.32 | 3,816.00 | -2.80% | |
AstraZeneca | GB0009895292 | 2.13 | 10,892.7 | -4.38% | |
Ashtead Group | GB0000536739 | 2.08 | 3,789.0 | -3.47% | |
British American Tobacco | GB0002875804 | 1.94 | 3,101.0 | -2.55% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Dimensional Global Core Equity FuGA | 6.17B | 2.42 | 10.66 | 11.01 | ||
Dimensional Global Core Equity FuGD | 6.17B | 2.42 | 10.66 | 11.01 | ||
Global Sustainability Core EquityGA | 3.93B | 2.08 | 11.31 | 11.62 | ||
Global Sustainability Core EquityGD | 3.93B | 2.07 | 11.32 | 11.62 | ||
Dimensional World Allocation 60 40A | 3.69B | 1.51 | 6.12 | 6.41 |
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