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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 8.660 | 10.730 | 2.070 |
Stocks | 38.880 | 38.930 | 0.050 |
Bonds | 46.060 | 46.210 | 0.150 |
Convertible | 0.070 | 0.070 | 0.000 |
Preferred | 0.020 | 0.020 | 0.000 |
Other | 6.320 | 12.820 | 6.500 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.568 | 15.083 |
Price to Book | 2.191 | 2.103 |
Price to Sales | 1.400 | 1.571 |
Price to Cash Flow | 10.325 | 9.362 |
Dividend Yield | 2.935 | 3.092 |
5 Years Earnings Growth | 9.800 | 10.519 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 18.560 | 10.818 |
Industrials | 15.710 | 12.414 |
Financial Services | 12.680 | 16.633 |
Technology | 12.600 | 16.595 |
Consumer Defensive | 9.000 | 7.861 |
Consumer Cyclical | 7.100 | 10.181 |
Real Estate | 6.890 | 6.859 |
Energy | 5.110 | 4.913 |
Basic Materials | 4.830 | 5.784 |
Communication Services | 4.630 | 6.382 |
Utilities | 2.890 | 3.497 |
Number of long holdings: 27
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Core FTSE 100 UCITS ETF GBP (Dist) | IE0005042456 | 9.21 | 790.60 | -0.13% | |
Vanguard U.K. Government Bd Idx Instl Pls GBP Inc | IE00BPT2BR59 | 7.74 | 85.385 | -0.52% | |
CT (Lux) UK Equity Income LGP | LU1475748270 | 6.14 | - | - | |
Atlantic House Defined Ret I Inc GBP | IE00BF2ZW348 | 6.03 | - | - | |
Brevan Howard Abs Rt Govt Bd A2M GBP Dis | LU2428338565 | 6.02 | - | - | |
iShares GBP Ultrashort Bond GBP | IE00BCRY6441 | 5.89 | 100.55 | +0.01% | |
Invesco UK Gilts UCITS GBP Inc | IE00BG0TQC25 | 5.16 | 2,993.50 | -0.56% | |
Vanguard UK Invm Grd Bd Idx Ins Pl £Dist | IE00BPT2BT73 | 4.61 | - | - | |
Fortem Capital Absolute Return A GBP Acc | IE000KIW4961 | 4.00 | - | - | |
Vontobel TwentyFour Abs RetCrdt AQG GBP | LU1530788402 | 3.99 | - | - |
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