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Name | Net % | Long % | Short % |
---|---|---|---|
Shares | 78.41 | 78.41 | 0.00 |
Bonds | 20.43 | 20.43 | 0.00 |
Convertible | 0.04 | 0.04 | 0.00 |
Preferred | 0.02 | 0.02 | 0.00 |
Other | 1.09 | 1.11 | 0.02 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.65 | 16.03 |
Price to Book | 2.46 | 2.36 |
Price to Sales | 1.74 | 1.79 |
Price to Cash Flow | 10.92 | 10.15 |
Dividend Yield | 2.43 | 2.59 |
5 Years Earnings Growth | 9.88 | 9.79 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.28 | 17.59 |
Financial Services | 18.22 | 18.43 |
Industrials | 11.17 | 13.47 |
Healthcare | 10.69 | 10.58 |
Consumer Cyclical | 10.12 | 10.26 |
Consumer Defensive | 8.03 | 7.18 |
Communication Services | 7.20 | 7.17 |
Energy | 5.11 | 4.16 |
Basic Materials | 4.03 | 4.99 |
Utilities | 2.88 | 3.10 |
Real Estate | 2.28 | 4.20 |
Number of long holdings: 14
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard FTSE UK All Share Index Unit Trust Accumu | GB00B3X7QG63 | 19.78 | 302.18 | -0.15% | |
Vanguard US Equity Index Acc | GB00B5B71Q71 | 19.10 | 988.55 | +1.56% | |
Vanguard FTSE Dev World ex UK Equity Index Acc | GB00B59G4Q73 | 18.90 | 699.39 | +1.14% | |
Vanguard Global Bond Index Fund GBP Hedged Accumul | IE00B50W2R13 | 14.35 | 154.503 | -0.23% | |
Vanguard S&P 500 UCITS Acc | IE00BFMXXD54 | 7.18 | 84.58 | -0.09% | |
Vanguard Emerging Markets Stock Index Fund GBP Acc | IE00B50MZ724 | 5.85 | 276.017 | +0.51% | |
Vanguard FTSE Developed Europe ex UK Equity Index | GB00B5B71H80 | 4.60 | 432.912 | +0.19% | |
Vanguard U.K. Government Bond Index Fund GBP Acc | IE00B1S75374 | 3.12 | 132.473 | -0.03% | |
Vanguard Japan Stock Index Fund GBP Acc | IE00B50MZ948 | 2.28 | 319.059 | +0.02% | |
Vanguard U.K. Investment Grade Bond Index Fund GBP | IE00B1S74Q32 | 1.53 | 98.945 | +0.02% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 80 Equity Fund A Acc | 13.82B | 2.88 | 7.73 | 8.31 | ||
LifeStrategy 40 Equity Fund A Acc | 5.62B | 2.28 | 2.06 | 4.45 | ||
LifeStrategy 40 Equity Fund A Inc | 5.62B | 2.28 | 2.06 | 4.45 | ||
GB00BZ82ZZ20 | 993.35M | 7.53 | 4.56 | - | ||
Vanguard Target Ret 2045 Acc Shares | 386.62M | 12.66 | 4.77 | - |
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