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| Name | Net % | Long % | Short % |
|---|---|---|---|
| Cash | 3.02 | 10.12 | 7.10 |
| Shares | 75.00 | 75.00 | 0.00 |
| Bonds | 7.90 | 8.81 | 0.91 |
| Convertible | 0.03 | 0.03 | 0.00 |
| Other | 14.06 | 14.07 | 0.01 |
| Ratios | Value | Category Average |
|---|---|---|
| P/E Ratio | 13.95 | 16.99 |
| Price to Book | 1.40 | 2.51 |
| Price to Sales | 0.98 | 1.90 |
| Price to Cash Flow | 8.78 | 10.76 |
| Dividend Yield | 3.30 | 2.50 |
| 5 Years Earnings Growth | 9.88 | 9.56 |
| Name | Net % | Category Average |
|---|---|---|
| Financial Services | 17.15 | 18.33 |
| Industrials | 17.02 | 13.92 |
| Consumer Cyclical | 15.09 | 10.19 |
| Technology | 14.01 | 18.65 |
| Consumer Defensive | 11.36 | 6.93 |
| Basic Materials | 8.94 | 5.01 |
| Healthcare | 6.23 | 9.89 |
| Energy | 3.69 | 3.95 |
| Communication Services | 3.11 | 7.43 |
| Real Estate | 2.08 | 3.93 |
| Utilities | 1.32 | 3.02 |
Number of long holdings: 20
Number of short holdings: 1
| Name | ISIN | Weight % | Last | Change % | |
|---|---|---|---|---|---|
| WS Morant Wright Nippon Yield B Inc | GB00B2R83B20 | 16.21 | - | - | |
| Jupiter Global Value I GBP Q Inc | LU2622198526 | 14.33 | - | - | |
| IFSL Evenlode Income C Inc | GB00BD0B7G86 | 10.58 | - | - | |
| Man GLG UK Income Fund Professional Income Shares | GB00B0117D35 | 9.40 | 1.52 | -0.13% | |
| BlueBox Funds Global Technology J $ Acc | LU2249763561 | 9.21 | - | - | |
| MFS Meridian Contrarian Value IS2 USD | LU3086238824 | 6.63 | - | - | |
| Aegon High Yield Global Bd J Inc GBP Hdg | IE000UF7H7U5 | 6.61 | - | - | |
| Prevatt Global | - | 5.67 | - | - | |
| Janus Henderson Hrzn Glb SC M2 USD | LU2914768309 | 4.68 | - | - | |
| Jupiter Income Trust Inc | GB0004791389 | 3.40 | 6.27 | -0.00% |
| Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
|---|---|---|---|---|---|---|
| Jupiter Merlin Balanced I Inc | 145.15M | 14.52 | 12.14 | 8.82 | ||
| Jupiter Merlin Balanced Portfolio A | 271.16M | 4.06 | 7.59 | 6.42 | ||
| Jupiter Merlin Balanced Portfolio I | 5.16M | 5.50 | 9.09 | 6.82 | ||
| Jupiter Distribution I Acc | 131.34M | 8.86 | 7.69 | 3.17 | ||
| Jupiter Distribution I Inc | 36.86M | 9.22 | 7.90 | 3.24 |
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