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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 8.77 | 56.81 | 48.04 |
Shares | 33.63 | 33.63 | 0.00 |
Bonds | 53.53 | 65.81 | 12.28 |
Convertible | 0.21 | 0.21 | 0.00 |
Preferred | 0.29 | 0.29 | 0.00 |
Other | 3.57 | 3.58 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 13.79 | 15.16 |
Price to Book | 1.59 | 2.06 |
Price to Sales | 1.19 | 1.56 |
Price to Cash Flow | 8.90 | 9.05 |
Dividend Yield | 3.01 | 2.99 |
5 Years Earnings Growth | 10.24 | 9.63 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.23 | 14.46 |
Industrials | 16.27 | 12.48 |
Financial Services | 16.25 | 18.07 |
Consumer Cyclical | 13.93 | 10.28 |
Consumer Defensive | 13.74 | 8.46 |
Healthcare | 5.51 | 9.80 |
Communication Services | 4.94 | 6.25 |
Basic Materials | 2.83 | 5.59 |
Real Estate | 2.50 | 5.85 |
Energy | 2.01 | 5.22 |
Utilities | 0.79 | 4.03 |
Number of long holdings: 15
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Jupiter Corporate Bond I Inc | GB00B743QK57 | 18.61 | - | - | |
M&G Global Corporate Bd L Sterling Inc | GB00BS44CW91 | 17.06 | - | - | |
Jupiter Monthly Income Bd I GBP Inc | GB00B1XG8Y11 | 11.15 | - | - | |
Jupiter Global Value I GBP Q Inc | LU2622198526 | 7.87 | - | - | |
Jupiter Global Sov Opp I GBP Inc HSC | LU2589818124 | 7.44 | - | - | |
Jupiter Global HY Bd I GBP Q Inc HSC | LU2054469312 | 6.39 | - | - | |
IFSL Evenlode Global Equity F GBP Inc | GB00BRJTP900 | 6.18 | - | - | |
M&G Japan GBP PP Inc | GB00BK7XXP79 | 5.50 | - | - | |
BlueBox Funds Global Technology J $ Acc | LU2249763561 | 4.67 | - | - | |
IFSL Evenlode Income C Inc | GB00BD0B7G86 | 4.58 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Jupiter Merlin Balanced I Acc | 1.45B | 3.28 | 5.76 | 6.52 | ||
Jupiter Merlin Balanced I Inc | 132.54M | 4.72 | 7.24 | 6.93 | ||
Jupiter Merlin Balanced Portfolio A | 253.75M | 3.00 | 5.13 | 5.79 | ||
Jupiter Merlin Balanced Portfolio I | 4.83M | 4.41 | 6.59 | 6.19 | ||
Jupiter Distribution I Acc | 128.75M | 3.30 | 3.98 | 2.35 |
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