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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 8.050 | 11.670 | 3.620 |
Shares | 75.850 | 75.850 | 0.000 |
Bonds | 15.490 | 15.490 | 0.000 |
Convertible | 0.160 | 0.160 | 0.000 |
Preferred | 0.040 | 0.040 | 0.000 |
Other | 0.410 | 0.410 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.870 | 16.319 |
Price to Book | 2.378 | 2.380 |
Price to Sales | 1.607 | 1.888 |
Price to Cash Flow | 10.877 | 10.363 |
Dividend Yield | 2.419 | 2.557 |
5 Years Earnings Growth | 9.237 | 10.163 |
Name | Net % | Category Average |
---|---|---|
Technology | 18.140 | 18.182 |
Healthcare | 16.970 | 11.196 |
Financial Services | 14.990 | 18.356 |
Industrials | 14.140 | 13.075 |
Consumer Defensive | 9.530 | 7.139 |
Consumer Cyclical | 8.840 | 10.862 |
Communication Services | 6.380 | 6.766 |
Basic Materials | 3.920 | 5.134 |
Energy | 3.770 | 3.787 |
Utilities | 1.700 | 4.581 |
Real Estate | 1.620 | 3.805 |
Number of long holdings: 25
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Core FTSE 100 UCITS ETF GBP (Dist) | IE0005042456 | 11.97 | 826.40 | +0.06% | |
HSBC MSCI World UCITS | IE00B4X9L533 | 6.59 | 2,720.50 | +0.56% | |
Guinness Global Equity Income Z | IE00B754QH41 | 6.08 | 30.081 | +0.52% | |
Vanguard US 500 Stock Index Institutional Plus USD | IE00BFPM9T72 | 5.80 | 351.342 | +0.74% | |
T. Rowe Price US Smlr Cm Eq Ids USD 2 | LU2584622976 | 5.64 | - | - | |
Pictet-Japanese Equity Opps J dy GBP | LU2248080207 | 5.02 | - | - | |
Fundsmith Equity Fund Feeder I Gbp Acc | LU1053186349 | 4.61 | 38.907 | +0.99% | |
Vanguard U.S. Govt Bd Idx Ins Pl £ H Dis | IE000UZS9RV3 | 4.15 | - | - | |
CT (Lux) UK Equity Income LGP | LU1475748270 | 3.93 | - | - | |
AB Intl Health Care S1 USD | LU0260062368 | 3.93 | - | - |
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