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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.94 | 35.20 | 34.26 |
Shares | 58.59 | 58.60 | 0.01 |
Bonds | 39.28 | 39.54 | 0.26 |
Convertible | 0.15 | 0.15 | 0.00 |
Preferred | 0.02 | 0.02 | 0.00 |
Other | 1.02 | 1.07 | 0.05 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.41 | 15.53 |
Price to Book | 2.04 | 2.28 |
Price to Sales | 1.68 | 1.65 |
Price to Cash Flow | 9.61 | 9.75 |
Dividend Yield | 2.90 | 2.85 |
5 Years Earnings Growth | 9.32 | 9.75 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 17.24 | 18.27 |
Technology | 15.41 | 16.21 |
Industrials | 11.56 | 11.91 |
Consumer Cyclical | 9.24 | 10.84 |
Healthcare | 8.93 | 10.04 |
Real Estate | 8.63 | 6.01 |
Consumer Defensive | 7.41 | 7.84 |
Communication Services | 6.27 | 6.55 |
Energy | 5.87 | 4.42 |
Utilities | 5.53 | 3.54 |
Basic Materials | 3.91 | 5.10 |
Number of long holdings: 23
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard FTSE UK All Share Index Unit Trust Instit | GB00BPN5P907 | 8.22 | 186.93 | +0.09% | |
Legal & General UK Index Trust C Acc | GB00BG0QPJ30 | 8.15 | 4.48 | +0.43% | |
Legal & General US Index Trust C Acc | GB00BG0QPL51 | 7.97 | 11.45 | -1.55% | |
abrdn EM Local Ccy Bond Tracker X Acc | GB00BG08N068 | 7.55 | - | - | |
abrdn Asia Pacific ex-Japan TrkrX£Acc | GB00BKBD2F66 | 6.94 | - | - | |
abrdn Global Govt Bond Tracker X GBP Acc | GB00BK80KY50 | 6.66 | - | - | |
abrdn Sterling Corp Bond Tracker X Acc | GB00BJ84JS76 | 6.14 | - | - | |
abrdn American Equity Tracker X Acc | GB00BGMK1287 | 5.89 | - | - | |
iShares Continen Eurp Eq Idx (UK) L Acc | GB00B08HDG97 | 4.84 | - | - | |
Vanguard Glb Corp Bd Idx Ins Pl £ H Acc | IE00BDFB5D65 | 4.79 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
MyFolio Market III Retail Acc | 2.16B | 0.28 | 3.01 | 4.40 | ||
Standard Life Small Inst S Acc | 817.96M | -6.80 | -2.23 | 8.29 | ||
MyFolio Market V Inst Acc | 671.6M | 0.31 | 6.32 | 7.66 | ||
MyFolio Market V Retail Acc | 671.6M | 0.20 | 5.86 | 7.10 | ||
MyFolio Multi Manager III Inst Acc | 374.85M | 0.30 | 2.44 | 3.69 |
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