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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 7.850 | 11.390 | 3.540 |
Stocks | 41.040 | 41.060 | 0.020 |
Bonds | 44.960 | 45.110 | 0.150 |
Convertible | 0.090 | 0.090 | 0.000 |
Preferred | 0.020 | 0.020 | 0.000 |
Other | 6.040 | 12.420 | 6.380 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.108 | 14.943 |
Price to Book | 2.129 | 2.082 |
Price to Sales | 1.386 | 1.544 |
Price to Cash Flow | 9.758 | 9.185 |
Dividend Yield | 2.981 | 3.104 |
5 Years Earnings Growth | 9.552 | 10.510 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 18.030 | 10.863 |
Industrials | 16.700 | 12.431 |
Financial Services | 12.740 | 16.946 |
Technology | 12.440 | 16.335 |
Consumer Defensive | 8.640 | 7.937 |
Consumer Cyclical | 7.600 | 10.294 |
Real Estate | 6.810 | 6.650 |
Basic Materials | 4.880 | 5.767 |
Energy | 4.840 | 4.845 |
Communication Services | 4.590 | 6.440 |
Utilities | 2.750 | 3.423 |
Number of long holdings: 28
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Core FTSE 100 UCITS ETF GBP (Dist) | IE0005042456 | 9.28 | 819.40 | -0.39% | |
Vanguard U.K. Government Bd Idx Instl Pls GBP Inc | IE00BPT2BR59 | 7.50 | 84.292 | -0.64% | |
CT (Lux) UK Equity Income LGP | LU1475748270 | 6.13 | - | - | |
iShares GBP Ultrashort Bond GBP | IE00BCRY6441 | 5.95 | 103.06 | +0.04% | |
Brevan Howard Abs Rt Govt Bd A2M GBP Dis | LU2428338565 | 5.88 | - | - | |
Atlantic House Defined Ret I Inc GBP | IE00BF2ZW348 | 5.82 | - | - | |
Invesco UK Gilts UCITS GBP Inc | IE00BG0TQC25 | 5.01 | 2,983.75 | -0.21% | |
Vanguard UK Invm Grd Bd Idx Ins Pl £Dist | IE00BPT2BT73 | 4.48 | - | - | |
T. Rowe Price US Smlr Cm Eq Id USD 2 | LU2584622976 | 4.08 | - | - | |
Fortem Capital Absolute Return A GBP Acc | IE000KIW4961 | 3.92 | - | - |
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