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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.78 | 7.78 | 7.00 |
Shares | 99.22 | 99.22 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.05 | 14.14 |
Price to Book | 2.28 | 1.96 |
Price to Sales | 2.04 | 1.34 |
Price to Cash Flow | 12.74 | 9.32 |
Dividend Yield | 2.67 | 3.50 |
5 Years Earnings Growth | 10.32 | 9.18 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 30.40 | 20.41 |
Industrials | 25.19 | 16.13 |
Healthcare | 13.32 | 10.83 |
Consumer Cyclical | 9.94 | 9.93 |
Consumer Defensive | 7.56 | 14.14 |
Technology | 6.92 | 3.39 |
Utilities | 3.73 | 3.93 |
Real Estate | 1.61 | 2.67 |
Basic Materials | 1.22 | 6.76 |
Communication Services | 0.10 | 5.72 |
Number of long holdings: 83
Number of short holdings: 53
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Relx | GB00B2B0DG97 | 5.65 | 3,568.00 | -2.67% | |
London Stock Exchange | GB00B0SWJX34 | 5.52 | 9,962.0 | +0.56% | |
Standard Chartered | GB0004082847 | 5.50 | 1,383.30 | +0.71% | |
Compass | GB00BD6K4575 | 5.26 | 2,582.00 | -2.31% | |
AstraZeneca | GB0009895292 | 5.12 | 10,924.0 | -0.24% | |
HSBC | GB0005405286 | 5.04 | 936.80 | +0.28% | |
Experian | GB00B19NLV48 | 4.99 | 3,794.0 | -1.71% | |
Prudential | GB0007099541 | 4.77 | 961.20 | -0.95% | |
Lloyds Banking | GB0008706128 | 4.30 | 80.64 | +0.20% | |
Sage | GB00B8C3BL03 | 4.08 | 1,162.00 | -3.05% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Diversified Trust Class C Acc | 3.58B | 5.37 | 6.41 | 7.52 | ||
Diversified Trust Class C Inc | 3.58B | 5.37 | 6.41 | 7.53 | ||
Diversified Trust D Acc | 3.48B | -1.30 | 2.49 | 6.75 | ||
Leaders Trust Class C Acc | 2.81B | 9.78 | 8.48 | 9.13 | ||
Leaders Trust Class C Inc | 2.81B | 9.80 | 8.48 | 9.16 |
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