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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.65 | 53.47 | 46.82 |
Shares | 58.16 | 66.74 | 8.58 |
Bonds | 33.18 | 52.24 | 19.06 |
Convertible | 1.31 | 1.33 | 0.02 |
Preferred | 0.08 | 0.08 | 0.00 |
Other | 0.62 | 25.37 | 24.75 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.61 | 15.19 |
Price to Book | 1.98 | 2.12 |
Price to Sales | 1.43 | 1.59 |
Price to Cash Flow | 9.26 | 9.50 |
Dividend Yield | 3.12 | 3.05 |
5 Years Earnings Growth | 10.15 | 10.59 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.25 | 16.68 |
Technology | 13.86 | 16.83 |
Industrials | 13.75 | 12.36 |
Consumer Cyclical | 11.05 | 10.21 |
Healthcare | 10.35 | 10.76 |
Basic Materials | 7.49 | 5.74 |
Consumer Defensive | 6.76 | 7.76 |
Energy | 5.71 | 4.95 |
Communication Services | 5.35 | 6.38 |
Real Estate | 3.30 | 6.83 |
Utilities | 2.13 | 3.36 |
Number of long holdings: 35
Number of short holdings: 19
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
HSBC Global Corporate Bond ETF S2CHGBP | IE00BGWL6L53 | 10.13 | - | - | |
Fidelity Index Pacific ex Japan Fund P Accumulatio | GB00BHZK8G51 | 8.97 | 1.972 | -0.57% | |
Royal London Short Term Money Market Fund Y Acc | GB00B8XYYQ86 | 7.17 | 1.114 | 0% | |
Fidelity Index UK Fund P Accumulation | GB00BJS8SF95 | 6.70 | 1.82 | 0% | |
Vanguard Global Bond Index Fund GBP Hedged Accumul | IE00B50W2R13 | 5.08 | 148.461 | +0.41% | |
Fidelity Index US Fund P Accumulation | GB00BJS8SH10 | 4.08 | 4.59 | -0.23% | |
Cheyne Global Credit GCD IJ3 £ | IE00BYQFS466 | 4.06 | - | - | |
BlackRock UK Equity Tracker Fund D Acc | GB00B7C44X99 | 4.04 | 3.05 | +0.27% | |
GS EM CORE Eq I Acc GBP | LU1984513553 | 4.01 | - | - | |
ES AllianceBernst Conc US I GBP Acc | GB00BL4SF671 | 4.00 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
FP WHEB Sustainability Fund A Acc | 5.57M | 2.51 | -2.11 | 7.66 | ||
FP WHEB Sustainability Fund C Acc | 237.48M | 2.84 | -1.47 | 8.37 | ||
FP WHEB Sustainability Fund C GBP I | 268.36M | 4.21 | 0.07 | 8.60 | ||
Assets Fund Class C Accumulation | 135.37M | 7.97 | 5.47 | 9.79 | ||
Assets Fund Class C Income | 7.83M | 7.94 | 5.46 | 9.87 |
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