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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.56 | 74.23 | 73.67 |
Shares | 43.34 | 43.34 | 0.00 |
Bonds | 55.12 | 55.23 | 0.11 |
Convertible | 0.21 | 0.21 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.75 | 0.86 | 0.11 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.31 | 15.40 |
Price to Book | 2.05 | 2.08 |
Price to Sales | 1.64 | 1.56 |
Price to Cash Flow | 10.07 | 9.14 |
Dividend Yield | 2.95 | 2.97 |
5 Years Earnings Growth | 10.48 | 9.95 |
Name | Net % | Category Average |
---|---|---|
Technology | 16.26 | 14.62 |
Financial Services | 15.34 | 18.31 |
Industrials | 10.89 | 12.60 |
Real Estate | 10.13 | 5.72 |
Consumer Cyclical | 9.18 | 10.23 |
Healthcare | 9.18 | 9.60 |
Consumer Defensive | 7.47 | 8.40 |
Communication Services | 6.01 | 6.28 |
Energy | 5.67 | 5.19 |
Utilities | 5.28 | 3.98 |
Basic Materials | 4.60 | 5.54 |
Number of long holdings: 23
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
abrdn Global Govt Bond Tracker X GBP Acc | GB00BK80KY50 | 13.91 | - | - | |
Vanguard Glb Corp Bd Idx Ins Pl £ H Acc | IE00BDFB5D65 | 9.35 | - | - | |
abrdn Sterling Corp Bond Tracker X Acc | GB00BJ84JS76 | 7.13 | - | - | |
abrdn Global Inflat-Link Bond Trkr X Acc | GB00BG08N282 | 6.25 | - | - | |
Legal & General US Index Trust C Acc | GB00BG0QPL51 | 5.95 | 13.39 | +1.29% | |
Legal & General UK Index Trust C Acc | GB00BG0QPJ30 | 5.65 | 4.83 | +0.77% | |
abrdn EM Local Ccy Bond Tracker X Acc | GB00BG08N068 | 5.56 | - | - | |
Vanguard FTSE UK All Share Index Unit Trust Instit | GB00BPN5P907 | 5.55 | 199.58 | -0.37% | |
abrdn Asia Pacific ex-Japan TrkrX£Acc | GB00BKBD2F66 | 5.20 | - | - | |
abrdn American Equity Tracker X Acc | GB00BGMK1287 | 4.85 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MyFolio Managed II Inst Acc | 970.54M | 2.39 | 4.12 | 2.85 | ||
Standard Life Wealth Bridge Inc | 590.35M | -0.24 | 4.95 | 5.94 | ||
The Norfolk Trust | 31.23M | -0.28 | 7.17 | 7.38 | ||
Standard Life Wealth Acer Fund | 24.17M | -1.04 | 7.24 | 6.04 | ||
The Notts Trust | 16.55M | -0.02 | 7.29 | 7.39 |
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