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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 9.74 | 116.23 | 106.49 |
Shares | 24.75 | 54.47 | 29.72 |
Bonds | 45.61 | 87.50 | 41.89 |
Convertible | 2.93 | 3.02 | 0.09 |
Preferred | 0.41 | 0.41 | 0.00 |
Other | 16.56 | 142.89 | 126.33 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.34 | 15.18 |
Price to Book | 2.21 | 2.06 |
Price to Sales | 1.47 | 1.56 |
Price to Cash Flow | 9.94 | 9.05 |
Dividend Yield | 2.63 | 2.99 |
5 Years Earnings Growth | 10.52 | 9.62 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.95 | 14.39 |
Healthcare | 18.66 | 9.78 |
Financial Services | 15.44 | 18.09 |
Industrials | 8.44 | 12.49 |
Consumer Defensive | 7.75 | 8.45 |
Communication Services | 7.23 | 6.25 |
Basic Materials | 6.88 | 5.60 |
Real Estate | 5.67 | 5.87 |
Consumer Cyclical | 3.63 | 10.27 |
Energy | 3.24 | 5.24 |
Utilities | 2.11 | 4.06 |
Number of long holdings: 24
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
HSBC Global Aggregate Bond S2QHGBP | IE00BGWL6F93 | 16.78 | - | - | |
HSBC Global Government Bond ETFS2QHGBP | IE00BGWL6932 | 12.89 | - | - | |
Loomis Sayles Global Oppc Bd H-F/D GBP | IE0003FBSNK3 | 8.93 | - | - | |
HSBC Global Corporate Bond ETF S2QHGBP | IE00BGWL6M60 | 8.80 | - | - | |
FTF Brandywine Global Inc Optr W Inc | GB00BNBS7S01 | 6.72 | - | - | |
HSBC American Index Fund Income C | GB00B80QG490 | 5.81 | 10.16 | +0.83% | |
Barings EM Debt Blnd Ttl Ret A GBP Dis | IE00BSL72J89 | 5.20 | - | - | |
Neuberger Berman Uncrld Strs GBP I2 AccH | IE00BD5BKG45 | 4.62 | - | - | |
iShares UK Equity Index (UK) D Inc | GB00BFBFVX86 | 4.38 | - | - | |
Vanguard UK Govt Bd Idx £ Dist | IE00B1S75820 | 4.37 | - | - |
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