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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.03 | 14.50 | 12.47 |
Shares | 84.99 | 84.99 | 0.00 |
Bonds | 11.03 | 11.08 | 0.05 |
Convertible | 0.04 | 0.04 | 0.00 |
Preferred | 0.07 | 0.07 | 0.00 |
Other | 1.84 | 1.84 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.58 | 17.25 |
Price to Book | 2.12 | 2.47 |
Price to Sales | 1.71 | 1.96 |
Price to Cash Flow | 9.90 | 10.75 |
Dividend Yield | 2.64 | 2.52 |
5 Years Earnings Growth | 8.91 | 9.56 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.67 | 18.87 |
Financial Services | 19.12 | 18.60 |
Industrials | 11.69 | 13.62 |
Consumer Cyclical | 10.75 | 10.48 |
Healthcare | 7.84 | 10.43 |
Communication Services | 7.68 | 7.00 |
Consumer Defensive | 6.45 | 7.01 |
Energy | 4.32 | 3.56 |
Basic Materials | 4.19 | 5.02 |
Utilities | 3.69 | 4.66 |
Real Estate | 3.63 | 3.71 |
Number of long holdings: 31
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Index Emerging Markets P Accumulation | GB00BHZK8D21 | 13.72 | 2.061 | +0.21% | |
HSBC American Index Fund Retail Accumulation | GB0000470418 | 11.27 | 13.71 | +0.85% | |
Legal & General US Index Trust C Acc | GB00BG0QPL51 | 11.16 | 13.23 | +0.15% | |
abrdn Asia Pacific ex-Japan TrkrN£Acc | GB00BKBD2G73 | 10.70 | - | - | |
Legal & General UK Index Trust C Acc | GB00BG0QPJ30 | 5.28 | 4.86 | -0.21% | |
BlackRock UK Equity Tracker Fund L Acc | GB00B08HD810 | 5.25 | 3.55 | +0.34% | |
L&G S&P 500 US Equal Wght Idx C GBP Acc | GB00BSWT8Q21 | 5.12 | - | - | |
BlackRock Japan Equity Tracker Fund L Acc | GB00B08HDJ29 | 4.97 | 3.42 | -0.89% | |
L&G Emerging Mkts Eq Idx C GBP Acc | IE00BK1WXV60 | 4.59 | - | - | |
iShares Continen Eurp Eq Idx (UK) L Acc | GB00B08HDG97 | 4.56 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Passive Intermediate Fund Class R A | 35.3M | 5.88 | 6.03 | 5.42 | ||
Architas Multi Asset Passive Intera | 10.91M | 6.15 | 6.49 | 5.88 | ||
Architas Multi Asset Passive Interz | 44.67M | 6.37 | 6.87 | 6.27 | ||
Architas Multi Asset Passive Interd | 19.62M | 0.40 | 3.13 | 5.12 | ||
Architas Multi Asset Passive Interm | 410.61M | 6.24 | 6.65 | 6.05 |
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