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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 38.220 | 38.220 | 0.000 |
Bonds | 21.990 | 22.060 | 0.070 |
Convertible | 0.010 | 0.010 | 0.000 |
Other | 54.510 | 54.910 | 0.400 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.117 | 14.940 |
Price to Book | 1.747 | 2.081 |
Price to Sales | 1.250 | 1.544 |
Price to Cash Flow | 6.946 | 9.162 |
Dividend Yield | 3.718 | 3.099 |
5 Years Earnings Growth | 10.402 | 10.516 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 18.840 | 16.951 |
Healthcare | 12.710 | 10.886 |
Consumer Defensive | 12.620 | 7.966 |
Technology | 10.240 | 16.325 |
Communication Services | 9.620 | 6.448 |
Consumer Cyclical | 9.030 | 10.300 |
Industrials | 8.740 | 12.423 |
Energy | 7.600 | 4.821 |
Basic Materials | 6.560 | 5.791 |
Utilities | 2.040 | 3.418 |
Real Estate | 2.010 | 6.625 |
Number of long holdings: 19
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Coutts UK ESG Insights Eq C GBP D | IE00BN782M34 | 19.09 | - | - | |
Coutts US ESG Insights Eq C USD D | IE00BN782N41 | 18.71 | - | - | |
Coutts US & Can Enh Idx Govt Bd C GBP D | IE0007WPXD48 | 12.82 | - | - | |
BlackRock Corporate Bond Tracker Fund L Inc | GB00B847N473 | 8.55 | 1.15 | +0.90% | |
Xtrackers ESG MSCI Emerging Markets UCITS ETF 1C | IE00BG370F43 | 8.20 | 44.90 | -0.07% | |
Coutts Europe Enh Idx Govt Bd C GBP D | IE000A6XO1K6 | 5.19 | - | - | |
BNY Mellon Efficient US HY Bt £ L IncH | IE00BD5KFQ64 | 3.89 | - | - | |
Coutts Europe ex UK ESG Insgts Eq C EURD | IE00BN782Q71 | 3.65 | - | - | |
iShares UK Crdt Bd Idx (IE) Instl DisGBP | IE00B2RKYS27 | 3.46 | - | - | |
Xtrackers ESG MSCI Japan UCITS 1C EUR | IE00BG36TC12 | 3.15 | 20.26 | -0.25% |
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