
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.32 | 0.43 | 0.11 |
Shares | 96.09 | 96.11 | 0.02 |
Bonds | 0.04 | 0.14 | 0.10 |
Preferred | 0.12 | 0.12 | 0.00 |
Other | 3.42 | 3.52 | 0.10 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.37 | 14.10 |
Price to Book | 1.81 | 1.96 |
Price to Sales | 1.24 | 1.34 |
Price to Cash Flow | 8.83 | 9.24 |
Dividend Yield | 3.68 | 3.52 |
5 Years Earnings Growth | 8.71 | 9.18 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 22.85 | 20.38 |
Industrials | 16.21 | 15.87 |
Consumer Defensive | 15.40 | 14.23 |
Healthcare | 11.84 | 10.97 |
Energy | 9.04 | 9.13 |
Consumer Cyclical | 7.37 | 9.99 |
Basic Materials | 6.03 | 6.90 |
Utilities | 4.18 | 3.90 |
Communication Services | 3.40 | 5.76 |
Real Estate | 2.05 | 2.64 |
Technology | 1.62 | 3.34 |
Number of long holdings: 553
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
AstraZeneca | GB0009895292 | 6.32 | 10,450.0 | -1.66% | |
HSBC | GB0005405286 | 6.13 | 910.50 | -1.03% | |
Shell | GB00BP6MXD84 | 5.86 | 30.92 | -0.13% | |
Unilever | GB00B10RZP78 | 4.51 | 51.86 | -1.33% | |
Relx | GB00B2B0DG97 | 2.94 | 3,985.00 | -0.18% | |
Rolls-Royce Holdings | GB00B63H8491 | 2.90 | 988.00 | +1.29% | |
British American Tobacco | GB0002875804 | 2.59 | 3,788.0 | +2.19% | |
GSK plc | GB00BN7SWP63 | 2.37 | 1,408.50 | -3.16% | |
BP | GB0007980591 | 2.28 | 402.05 | +3.42% | |
BAE Systems | GB0002634946 | 2.27 | 1,899.50 | +1.20% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
FTSE Dev World ex UK Equity Index A | 18.87B | 2.11 | 12.48 | 12.47 | ||
FTSE Dev World ex UK Equity Index I | 18.87B | 2.11 | 12.48 | 12.47 | ||
VG Plus GBP Accumulation | 17.82B | 21.79 | 10.12 | 12.83 | ||
VG Institutional Plus GBP Income | 17.82B | 21.82 | 10.12 | 12.83 | ||
Plus GBP Accumulation | 16.9B | 27.81 | 11.59 | 14.89 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review