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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.76 | 31.22 | 26.46 |
Shares | 56.54 | 56.56 | 0.02 |
Bonds | 34.88 | 36.37 | 1.49 |
Convertible | 0.25 | 0.25 | 0.00 |
Preferred | 0.08 | 0.08 | 0.00 |
Other | 3.50 | 3.79 | 0.29 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.19 | 16.05 |
Price to Book | 2.02 | 2.30 |
Price to Sales | 1.56 | 1.67 |
Price to Cash Flow | 9.72 | 9.87 |
Dividend Yield | 2.78 | 2.85 |
5 Years Earnings Growth | 8.42 | 9.24 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 17.69 | 18.15 |
Industrials | 15.35 | 12.43 |
Technology | 14.75 | 16.55 |
Consumer Cyclical | 8.45 | 10.43 |
Communication Services | 8.19 | 6.66 |
Healthcare | 8.18 | 9.55 |
Real Estate | 7.26 | 6.31 |
Consumer Defensive | 6.57 | 7.66 |
Utilities | 5.16 | 3.71 |
Basic Materials | 4.27 | 5.17 |
Energy | 4.13 | 4.22 |
Number of long holdings: 52
Number of short holdings: 12
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Legal & General UK Index Trust C Acc | GB00BG0QPJ30 | 6.10 | 4.83 | +0.84% | |
abrdn Global Govt Bond Tracker X GBP Acc | GB00BK80KY50 | 5.75 | - | - | |
Findlay Park American GBP Unhedged | IE00BWY58M24 | 5.19 | 172.100 | +1.01% | |
CF Lindsell Train UK Equity Acc | GB00B18B9X76 | 5.01 | 5.57 | +0.62% | |
Nomura Fds US High Yield Bond I GBP H | IE00B8H9H370 | 4.86 | - | - | |
abrdn Real Estate Feeder Instl Acc | GB00BYPHPB97 | 3.71 | - | - | |
L&G Global Infrastructure Index C Acc | GB00BF0TZL74 | 3.65 | - | - | |
MS INVF Emerging Markets Lcl Inc J GBP | LU2607188781 | 3.57 | - | - | |
Invesco Emer Mkt Lcl Dbt S GBP Acc | LU2014295013 | 3.57 | - | - | |
abrdn American Equity Tracker N Acc | GB00BDFZ7321 | 3.50 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Standard Life Small Inst S Acc | 812.36M | -6.80 | -2.23 | 8.29 | ||
MyFolio Multi Manager V Inst Acc | 196.33M | 3.01 | 8.23 | 6.22 |
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