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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 15.36 | 19.34 | 3.98 |
Shares | 24.92 | 25.00 | 0.08 |
Bonds | 58.82 | 61.01 | 2.19 |
Convertible | 0.46 | 0.46 | 0.00 |
Preferred | 0.09 | 0.09 | 0.00 |
Other | 0.35 | 3.74 | 3.39 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.22 | 15.12 |
Price to Book | 2.26 | 1.98 |
Price to Sales | 1.61 | 1.50 |
Price to Cash Flow | 10.27 | 8.97 |
Dividend Yield | 2.70 | 3.08 |
5 Years Earnings Growth | 10.90 | 10.53 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.24 | 14.05 |
Financial Services | 17.41 | 17.28 |
Healthcare | 11.55 | 10.00 |
Industrials | 11.28 | 12.62 |
Consumer Cyclical | 9.77 | 9.68 |
Consumer Defensive | 8.10 | 8.58 |
Communication Services | 6.48 | 5.90 |
Energy | 5.84 | 6.00 |
Basic Materials | 4.93 | 6.11 |
Utilities | 3.19 | 4.10 |
Real Estate | 2.22 | 6.19 |
Number of long holdings: 20
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amundi IS JP Morgan GBI Glbl Gvs ETFDR£H | LU2355200796 | 16.53 | - | - | |
Vanguard UK Invm Grd Bd Idx Ins Pl £ Acc | IE00BPT2BV95 | 15.73 | - | - | |
BlackRock ICS Sterling Liq Premier Acc | IE00B43FT809 | 14.22 | - | - | |
Vanguard Glb Corp Bd Idx Ins Pl £ H Acc | IE00BDFB5D65 | 12.26 | - | - | |
Lyxor UCITS Iboxx GBP Gilts | LU1407892592 | 11.55 | 126.79 | -0.11% | |
iShares North American Eq Idx (UK) L Acc | GB00B08HD588 | 8.74 | - | - | |
Goldman Sachs Absolute Return Tracker Portfolio I | LU1103307747 | 7.01 | 14.000 | -0.14% | |
BlackRock UK Equity Tracker Fund L Acc | GB00B08HD810 | 5.53 | 3.11 | -1.54% | |
iShares Continen Eurp Eq Idx (UK) L Acc | GB00B08HDG97 | 3.77 | - | - | |
iShares Emerging Mkts Eq Idx (UK) L Acc | GB00B4M5NH84 | 2.99 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Moderate Portfolio A GBP Acc | 1.4B | 5.74 | -0.87 | 4.52 | ||
Moderate Portfolio R GBP Acc | 1.4B | 6.09 | -0.35 | 5.04 | ||
Old Mutual Cirilium Moderate Passiv | 1.67B | 7.25 | 3.53 | 7.00 | ||
Conservative Portfolio A GBP Acc | 217.73M | 2.69 | -2.48 | 2.25 | ||
Conservative Portfolio R GBP Acc | 217.73M | 2.96 | -1.97 | 2.82 |
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