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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.93 | 7.93 | 7.00 |
Shares | 99.07 | 99.07 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.25 | 13.59 |
Price to Book | 2.22 | 1.92 |
Price to Sales | 1.98 | 1.29 |
Price to Cash Flow | 12.40 | 8.86 |
Dividend Yield | 2.66 | 3.55 |
5 Years Earnings Growth | 10.52 | 9.02 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 29.64 | 20.21 |
Industrials | 25.61 | 15.51 |
Healthcare | 13.75 | 11.33 |
Consumer Cyclical | 9.68 | 9.73 |
Consumer Defensive | 7.71 | 14.43 |
Technology | 6.85 | 3.21 |
Utilities | 3.72 | 3.87 |
Real Estate | 1.67 | 2.55 |
Basic Materials | 1.27 | 6.84 |
Communication Services | 0.10 | 5.69 |
Number of long holdings: 84
Number of short holdings: 54
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Relx | GB00B2B0DG97 | 6.05 | 3,975.00 | -0.10% | |
London Stock Exchange | GB00B0SWJX34 | 5.91 | 11,390.0 | +0.89% | |
AstraZeneca | GB0009895292 | 5.56 | 10,782.0 | +0.77% | |
Standard Chartered | GB0004082847 | 5.29 | 1,186.00 | +2.91% | |
Experian | GB00B19NLV48 | 5.22 | 3,771.0 | -1.02% | |
Compass | GB00BD6K4575 | 5.20 | 2,596.00 | -0.08% | |
HSBC | GB0005405286 | 5.01 | 881.70 | +0.95% | |
Prudential | GB0007099541 | 4.59 | 877.00 | +0.99% | |
Sage | GB00B8C3BL03 | 4.31 | 1,251.00 | +1.21% | |
Lloyds Banking | GB0008706128 | 4.08 | 76.92 | +0.31% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Diversified Trust D Acc | 3.49B | -1.30 | 2.49 | 6.75 | ||
Diversified Trust Class C Acc | 3.49B | -1.60 | 3.49 | 6.71 | ||
Diversified Trust Class C Inc | 3.49B | -1.58 | 3.49 | 6.74 | ||
Leaders Trust Class A Inc | 2.84B | 0.43 | 4.21 | 7.64 | ||
Leaders Trust Class C Acc | 2.84B | 0.79 | 4.99 | 8.42 |
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