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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.410 | 5.410 | 0.000 |
Shares | 92.410 | 92.410 | 0.000 |
Bonds | 0.970 | 0.970 | 0.000 |
Other | 1.210 | 1.210 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.216 | 14.664 |
Price to Book | 1.762 | 2.042 |
Price to Sales | 1.133 | 1.467 |
Price to Cash Flow | 7.839 | 9.116 |
Dividend Yield | 4.291 | 3.378 |
5 Years Earnings Growth | 9.883 | 9.076 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 18.880 | 20.137 |
Industrials | 17.100 | 16.916 |
Basic Materials | 12.890 | 6.298 |
Consumer Defensive | 11.910 | 10.994 |
Consumer Cyclical | 11.850 | 9.437 |
Healthcare | 8.550 | 13.779 |
Technology | 7.290 | 9.095 |
Utilities | 6.000 | 4.733 |
Energy | 3.100 | 4.288 |
Communication Services | 2.450 | 5.553 |
Number of long holdings: 70
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Imperial Brands | GB0004544929 | 6.10 | 2,844.00 | +0.49% | |
Next | GB0032089863 | 4.31 | 12,410.0 | +0.24% | |
Antofagasta | GB0000456144 | 3.30 | 1,830.00 | +6.03% | |
ING Groep | NL0011821202 | 3.11 | 18.36 | +0.22% | |
Novo Nordisk B | DK0062498333 | 3.07 | 431.0 | -0.99% | |
NatWest Group | GB00BM8PJY71 | 2.90 | 500.20 | -0.87% | |
Anglo American PLC | GB00B1XZS820 | 2.44 | - | - | |
Shell | GB00BP6MXD84 | 2.34 | 30.35 | +0.66% | |
Diploma | GB0001826634 | 2.21 | 4,876.00 | -0.20% | |
BAE Systems | GB0002634946 | 2.10 | 1,887.50 | +3.77% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Capital Group New Perspective Fundc | 17.62B | 7.16 | 12.88 | 10.80 | ||
Capital Group New Perspective Funzc | 17.62B | 7.06 | 12.59 | 10.58 | ||
Capital Group New Perspective Fuzdc | 17.62B | 7.05 | 12.58 | 10.58 | ||
Capital Group New Perspective Fubc | 17.62B | 6.76 | 11.75 | 9.72 | ||
Capital Group Global Allocation zdc | 1.43B | -4.45 | 4.09 | 5.33 |
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