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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.840 | 4.640 | 1.800 |
Shares | 79.100 | 79.100 | 0.000 |
Bonds | 9.600 | 9.710 | 0.110 |
Convertible | 0.020 | 0.020 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 8.410 | 8.420 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.688 | 16.281 |
Price to Book | 2.180 | 2.336 |
Price to Sales | 1.397 | 1.809 |
Price to Cash Flow | 10.283 | 10.299 |
Dividend Yield | 2.562 | 2.567 |
5 Years Earnings Growth | 9.861 | 10.730 |
Name | Net % | Category Average |
---|---|---|
Industrials | 17.430 | 13.364 |
Technology | 17.110 | 17.840 |
Healthcare | 14.700 | 11.847 |
Financial Services | 12.310 | 17.191 |
Consumer Cyclical | 9.970 | 10.476 |
Consumer Defensive | 7.930 | 7.679 |
Basic Materials | 5.450 | 5.746 |
Communication Services | 4.770 | 6.504 |
Real Estate | 4.460 | 3.591 |
Energy | 3.540 | 4.186 |
Utilities | 2.330 | 4.176 |
Number of long holdings: 26
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Core FTSE 100 UCITS ETF GBP (Dist) | IE0005042456 | 8.28 | 818.80 | +0.52% | |
Polar Capital Funds PLC - Polar Capital UK Value O | IE00BD81XT55 | 7.19 | 12.720 | -0.16% | |
CT (Lux) UK Equity Income LGP | LU1475748270 | 7.03 | - | - | |
Vanguard US 500 Stock Index Institutional Plus USD | IE00BFPM9T72 | 6.04 | 326.977 | -0.00% | |
Guinness Global Equity Income Z | IE00B754QH41 | 6.04 | 29.947 | +1.34% | |
T. Rowe Price US Smlr Cm Eq Id USD 2 | LU2584622976 | 5.94 | - | - | |
Fundsmith Equity Fund Feeder I Gbp Acc | LU1053186349 | 4.97 | 42.425 | +1.23% | |
Pictet-Japanese Equity Opps J dy GBP | LU2248080207 | 4.85 | - | - | |
Ninety One GSF Global Envir IX Acc GBP | LU2178855313 | 4.08 | - | - | |
HSBC MSCI World UCITS | IE00B4X9L533 | 3.97 | 2,728.25 | +0.11% |
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