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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.990 | 4.750 | 1.760 |
Shares | 84.060 | 84.060 | 0.000 |
Bonds | 9.600 | 9.700 | 0.100 |
Convertible | 0.020 | 0.020 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 3.320 | 3.330 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.894 | 16.293 |
Price to Book | 2.230 | 2.338 |
Price to Sales | 1.490 | 1.811 |
Price to Cash Flow | 10.576 | 10.311 |
Dividend Yield | 2.567 | 2.569 |
5 Years Earnings Growth | 10.129 | 10.764 |
Name | Net % | Category Average |
---|---|---|
Technology | 16.920 | 17.871 |
Industrials | 16.700 | 13.333 |
Healthcare | 15.430 | 11.874 |
Financial Services | 11.860 | 17.192 |
Consumer Cyclical | 9.800 | 10.437 |
Consumer Defensive | 9.320 | 7.703 |
Basic Materials | 5.180 | 5.731 |
Communication Services | 5.030 | 6.515 |
Real Estate | 4.280 | 3.586 |
Energy | 3.240 | 4.176 |
Utilities | 2.240 | 4.180 |
Number of long holdings: 26
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Core FTSE 100 UCITS ETF GBP (Dist) | IE0005042456 | 8.34 | 827.00 | +0.63% | |
Polar Capital Funds PLC - Polar Capital UK Value O | IE00BD81XT55 | 7.26 | 12.930 | +1.25% | |
CT (Lux) UK Equity Income LGP | LU1475748270 | 7.12 | - | - | |
Vanguard US 500 Stock Index Institutional Plus USD | IE00BFPM9T72 | 6.01 | 329.262 | +0.18% | |
Guinness Global Equity Income Z | IE00B754QH41 | 5.94 | 30.374 | +0.43% | |
T. Rowe Price US Smlr Cm Eq Id USD 2 | LU2584622976 | 5.82 | - | - | |
Fundsmith Equity Fund Feeder I Gbp Acc | LU1053186349 | 4.98 | 42.797 | +0.88% | |
Pictet-Japanese Equity Opps J dy GBP | LU2248080207 | 4.97 | - | - | |
Ninety One GSF Global Envir IX Acc GBP | LU2178855313 | 4.13 | - | - | |
Fidelity Funds - Global Technology Fund W-Acc-GBP | LU1033663649 | 3.97 | 8.031 | +0.01% |
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