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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 5.88 | 41.92 | 36.04 |
Shares | 33.71 | 33.71 | 0.00 |
Bonds | 55.70 | 70.42 | 14.72 |
Convertible | 0.10 | 0.10 | 0.00 |
Preferred | 0.25 | 0.25 | 0.00 |
Other | 4.38 | 4.40 | 0.02 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.31 | 15.95 |
Price to Book | 1.63 | 2.15 |
Price to Sales | 1.15 | 1.62 |
Price to Cash Flow | 9.04 | 9.38 |
Dividend Yield | 2.93 | 2.92 |
5 Years Earnings Growth | 8.58 | 9.45 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.51 | 14.92 |
Industrials | 16.17 | 13.29 |
Financial Services | 15.79 | 18.61 |
Consumer Defensive | 13.63 | 8.29 |
Consumer Cyclical | 13.62 | 9.90 |
Communication Services | 5.69 | 6.24 |
Healthcare | 5.37 | 9.16 |
Basic Materials | 2.98 | 5.49 |
Real Estate | 2.70 | 5.73 |
Energy | 1.98 | 4.94 |
Utilities | 0.57 | 3.95 |
Number of long holdings: 15
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Jupiter Corporate Bond I Inc | GB00B743QK57 | 19.28 | - | - | |
M&G Global Corporate Bd L Sterling Inc | GB00BS44CW91 | 18.75 | - | - | |
Jupiter Monthly Income Bd I GBP Inc | GB00B1XG8Y11 | 11.56 | - | - | |
Jupiter Global Value I GBP Q Inc | LU2622198526 | 8.34 | - | - | |
Jupiter Global HY Bd I GBP Q Inc HSC | LU2054469312 | 6.56 | - | - | |
M&G Japan GBP PP Inc | GB00BK7XXP79 | 5.73 | - | - | |
IFSL Evenlode Global Equity F GBP Inc | GB00BRJTP900 | 5.42 | - | - | |
BlueBox Funds Global Technology J $ Acc | LU2249763561 | 5.07 | - | - | |
IFSL Evenlode Income C Inc | GB00BD0B7G86 | 4.41 | - | - | |
Jupiter Global Sov Opp I GBP Inc HSC | LU2589818124 | 4.27 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Jupiter Merlin Balanced I Acc | 1.53B | 12.93 | 10.59 | 8.41 | ||
Jupiter Merlin Balanced I Inc | 143.14M | 14.52 | 12.14 | 8.82 | ||
Jupiter Merlin Balanced Portfolio A | 267.23M | 4.06 | 7.59 | 6.42 | ||
Jupiter Merlin Balanced Portfolio I | 5.13M | 5.50 | 9.09 | 6.82 | ||
Jupiter Distribution I Inc | 36.7M | 9.22 | 7.90 | 3.24 |
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