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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.29 | 30.27 | 25.98 |
Shares | 58.28 | 58.29 | 0.01 |
Bonds | 33.89 | 35.39 | 1.50 |
Convertible | 0.18 | 0.18 | 0.00 |
Preferred | 0.04 | 0.04 | 0.00 |
Other | 3.33 | 3.43 | 0.10 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.57 | 16.39 |
Price to Book | 2.09 | 2.32 |
Price to Sales | 1.64 | 1.70 |
Price to Cash Flow | 10.00 | 10.04 |
Dividend Yield | 2.68 | 2.80 |
5 Years Earnings Growth | 8.62 | 9.20 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 17.40 | 18.17 |
Technology | 15.46 | 17.15 |
Industrials | 15.11 | 12.66 |
Healthcare | 8.25 | 9.16 |
Consumer Cyclical | 8.23 | 10.29 |
Communication Services | 8.13 | 6.83 |
Real Estate | 8.08 | 6.37 |
Consumer Defensive | 6.01 | 7.37 |
Utilities | 5.36 | 3.63 |
Energy | 4.01 | 4.08 |
Basic Materials | 3.96 | 5.10 |
Number of long holdings: 51
Number of short holdings: 13
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
abrdn Global Govt Bond Tracker X GBP Acc | GB00BK80KY50 | 6.63 | - | - | |
Legal & General UK Index Trust C Acc | GB00BG0QPJ30 | 6.10 | 4.86 | -0.21% | |
Findlay Park American GBP Unhedged | IE00BWY58M24 | 5.24 | 172.510 | -0.57% | |
CF Lindsell Train UK Equity Acc | GB00B18B9X76 | 5.02 | 5.36 | -1.26% | |
Man Asia (ex-Japan) EqIXU C GBP Acc | IE000LAHAT93 | 5.01 | - | - | |
Nomura Fds US High Yield Bond I GBP H | IE00B8H9H370 | 4.74 | - | - | |
abrdn American Equity Tracker N Acc | GB00BDFZ7321 | 4.02 | - | - | |
L&G Global Infrastructure Index C Acc | GB00BF0TZL74 | 3.78 | - | - | |
abrdn Real Estate Feeder Instl Acc | GB00BYPHPB97 | 3.70 | - | - | |
MS INVF Emerging Markets Lcl Inc J GBP | LU2607188781 | 3.61 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Standard Life Small Inst S Acc | 798.7M | 4.96 | 5.42 | 9.64 | ||
MyFolio Multi Manager V Inst Acc | 198.65M | 7.00 | 8.75 | 6.53 |
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