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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 6.75 | 11.71 | 4.96 |
Shares | 78.98 | 78.98 | 0.00 |
Bonds | 6.04 | 6.30 | 0.26 |
Convertible | 0.04 | 0.04 | 0.00 |
Preferred | 0.03 | 0.03 | 0.00 |
Other | 8.17 | 8.36 | 0.19 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.51 | 16.97 |
Price to Book | 2.32 | 2.43 |
Price to Sales | 1.59 | 1.92 |
Price to Cash Flow | 10.74 | 10.60 |
Dividend Yield | 2.44 | 2.54 |
5 Years Earnings Growth | 9.04 | 9.65 |
Name | Net % | Category Average |
---|---|---|
Industrials | 18.78 | 13.48 |
Technology | 16.56 | 18.51 |
Financial Services | 15.77 | 18.61 |
Healthcare | 13.43 | 10.64 |
Consumer Cyclical | 9.03 | 10.61 |
Communication Services | 7.61 | 6.95 |
Basic Materials | 5.62 | 5.08 |
Consumer Defensive | 4.71 | 7.08 |
Energy | 3.79 | 3.58 |
Real Estate | 3.29 | 3.74 |
Utilities | 1.41 | 4.67 |
Number of long holdings: 61
Number of short holdings: 33
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard US Equity Index Institutional Plus GBP In | GB00BPN5P121 | 9.06 | 372.28 | -1.86% | |
SPDR S&P 500 UCITS | IE00B6YX5C33 | 4.07 | 470.19 | -2.51% | |
Amundi Index Solutions - Amundi Prime Japan UCITS | LU1931974775 | 3.54 | 28.41 | -1.25% | |
Schroder ISF Asian Ttl Ret Z Dis GBP | LU2785546602 | 3.48 | - | - | |
L&G Pacific Index C Inc | GB00BG0QP935 | 3.17 | - | - | |
Artemis US Select I Inc GBP | GB00BWWZ2D39 | 3.08 | - | - | |
JPM Emerging Markets Income C Net Inc | GB00B5N1BC33 | 3.02 | - | - | |
iShares GBP Ultrashort Bond GBP | IE00BCRY6441 | 2.98 | 101.22 | +0.04% | |
Findlay Park American GBP Unhedged | IE00BWY58M24 | 2.88 | 172.510 | -0.60% | |
L&G Global Health & Pharma Index C Acc | GB00BJ2JPG83 | 2.57 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
SVS Cornelian Progressive D Income | 146.23M | 1.86 | 8.14 | 6.81 |
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