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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 4.810 | 4.820 | 0.010 |
Stocks | 94.610 | 94.610 | 0.000 |
Other | 0.580 | 0.620 | 0.040 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.686 | 16.873 |
Price to Book | 2.521 | 2.500 |
Price to Sales | 1.376 | 1.727 |
Price to Cash Flow | 9.090 | 10.550 |
Dividend Yield | 1.719 | 2.254 |
5 Years Earnings Growth | 15.503 | 11.927 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.730 | 19.843 |
Industrials | 14.000 | 17.243 |
Consumer Cyclical | 13.030 | 11.158 |
Healthcare | 11.490 | 13.506 |
Financial Services | 10.490 | 12.933 |
Communication Services | 8.650 | 6.290 |
Consumer Defensive | 4.330 | 8.227 |
Utilities | 4.000 | 3.736 |
Energy | 3.530 | 7.197 |
Basic Materials | 3.320 | 8.255 |
Real Estate | 2.440 | 4.213 |
Number of long holdings: 290
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple Inc | - | 4.19 | - | - | |
Microsoft Corp | - | 3.75 | - | - | |
NVIDIA Corp | - | 2.77 | - | - | |
Amazon.com Inc | - | 1.77 | - | - | |
Meta Platforms Inc Class A | - | 1.63 | - | - | |
Visa Inc Class A | - | 1.23 | - | - | |
Alphabet Inc Class C | - | 1.14 | - | - | |
Novo Nordisk B | DK0062498333 | 1.13 | 884.8 | -0.20% | |
ASML Holding | NL0010273215 | 1.02 | 847.70 | -1.29% | |
Netflix Inc | - | 0.85 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Old Mutual Global Equity Fund R | 32.4B | 12.45 | 18.32 | 15.96 | ||
Old Mutual Global Equity Fund B1 | 32.4B | 9.76 | 17.97 | 15.02 | ||
Old Mutual Balanced Fund A | 21.29B | 0.44 | 7.60 | 6.84 | ||
Old Mutual Balanced Fund R | 21.29B | 0.53 | 7.97 | 7.25 | ||
Old Mutual Balanced Fund B1 | 21.29B | 8.84 | 11.12 | 7.45 |
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