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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.150 | 0.380 | 0.230 |
Shares | 99.850 | 99.850 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 21.526 | 20.056 |
Price to Book | 4.647 | 3.713 |
Price to Sales | 3.452 | 2.469 |
Price to Cash Flow | 16.065 | 13.766 |
Dividend Yield | 1.349 | 1.578 |
5 Years Earnings Growth | 12.138 | 11.654 |
Name | Net % | Category Average |
---|---|---|
Technology | 29.930 | 28.082 |
Healthcare | 14.550 | 13.593 |
Financial Services | 13.250 | 14.048 |
Consumer Cyclical | 12.500 | 10.650 |
Industrials | 9.830 | 8.942 |
Communication Services | 6.320 | 8.499 |
Energy | 4.690 | 4.134 |
Utilities | 2.810 | 2.386 |
Basic Materials | 2.670 | 3.009 |
Real Estate | 2.220 | 2.510 |
Consumer Defensive | 1.210 | 5.909 |
Number of long holdings: 85
Number of short holdings: 26
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft Corp | - | 9.27 | - | - | |
NVIDIA Corp | - | 6.02 | - | - | |
Amazon.com Inc | - | 5.25 | - | - | |
Apple Inc | - | 4.95 | - | - | |
Meta Platforms Inc Class A | - | 3.28 | - | - | |
Alphabet Inc Class A | - | 3.03 | - | - | |
Deere & Co | - | 2.60 | - | - | |
Baker Hughes Co Class A | - | 2.52 | - | - | |
UnitedHealth Group Inc | - | 2.50 | - | - | |
AbbVie Inc | - | 2.41 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
JPMorgan GlblIncome A mth GBPHdgd | 16.74B | 7.38 | 0.59 | - | ||
JPMorgan GlblIncome C mth GBPHdgd | 16.74B | 8.12 | 1.29 | - | ||
JPMorgan GlblIncome A DistGBPHdgd | 16.74B | 7.39 | 0.59 | - | ||
JPMorgan GlblIncome C DistGBPHdgd | 16.74B | 8.13 | 1.30 | 3.49 | ||
JPUS Growth Fund I dist GBP | 3.52B | 12.92 | 13.50 | 19.44 |
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