
Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 20.11 | 25.16 | 5.05 |
Shares | 22.90 | 22.90 | 0.00 |
Bonds | 56.41 | 56.41 | 0.00 |
Convertible | 0.06 | 0.06 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.52 | 0.52 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.35 | 16.01 |
Price to Book | 2.42 | 2.14 |
Price to Sales | 1.85 | 1.62 |
Price to Cash Flow | 10.93 | 9.31 |
Dividend Yield | 2.63 | 2.92 |
5 Years Earnings Growth | 9.11 | 9.45 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.12 | 18.14 |
Technology | 19.41 | 15.25 |
Industrials | 12.48 | 12.76 |
Consumer Cyclical | 9.63 | 10.02 |
Healthcare | 9.20 | 9.40 |
Consumer Defensive | 7.62 | 8.19 |
Communication Services | 7.19 | 6.43 |
Energy | 4.78 | 5.09 |
Basic Materials | 4.39 | 5.51 |
Utilities | 3.11 | 3.87 |
Real Estate | 2.05 | 5.87 |
Number of long holdings: 21
Number of short holdings: 5
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amundi Index Solutions - Amundi Core Global Govern | LU2355200796 | 16.54 | 4,472.50 | 0.00% | |
Vanguard UK Invm Grd Bd Idx Ins Pl £ Acc | IE00BPT2BV95 | 15.73 | - | - | |
Vanguard Glb Corp Bd Idx Ins Pl £ H Acc | IE00BDFB5D65 | 12.28 | - | - | |
Lyxor UCITS Iboxx GBP Gilts | LU1407892592 | 11.37 | 116.68 | +0.18% | |
iShares North American Eq Idx (UK) L Acc | GB00B08HD588 | 8.80 | - | - | |
BlackRock UK Equity Tracker Fund L Acc | GB00B08HD810 | 5.42 | 3.65 | +0.42% | |
iShares Continen Eurp Eq Idx (UK) L Acc | GB00B08HDG97 | 3.75 | - | - | |
State Street Global Alt Bt I GBP H | IE0003H626W7 | 3.51 | - | - | |
Goldman Sachs Absolute Return Tracker Portfolio I | LU1103307747 | 3.51 | 15.140 | +0.13% | |
Amundi MSCI Emerging Markets II UCITS Inc | LU2573966905 | 2.98 | 52.05 | +0.21% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Old Mutual Cirilium Moderate Passiv | 2.01B | 7.01 | 7.88 | 7.89 | ||
Moderate Portfolio A GBP Acc | 1.16B | 5.07 | 4.86 | 5.07 | ||
Moderate Portfolio R GBP Acc | 1.16B | 5.40 | 5.31 | 5.57 | ||
Conservative Portfolio A GBP Acc | 161.53M | 3.09 | 1.69 | 2.20 | ||
Conservative Portfolio R GBP Acc | 161.53M | 3.36 | 2.14 | 2.75 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review