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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 8.080 | 15.830 | 7.750 |
Shares | 40.700 | 40.720 | 0.020 |
Bonds | 44.970 | 45.130 | 0.160 |
Convertible | 0.090 | 0.090 | 0.000 |
Preferred | 0.020 | 0.020 | 0.000 |
Other | 6.140 | 12.590 | 6.450 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.115 | 14.956 |
Price to Book | 2.128 | 2.081 |
Price to Sales | 1.384 | 1.543 |
Price to Cash Flow | 9.693 | 9.184 |
Dividend Yield | 2.981 | 3.096 |
5 Years Earnings Growth | 9.557 | 10.494 |
Name | Net % | Category Average |
---|---|---|
Healthcare | 18.210 | 10.855 |
Industrials | 16.600 | 12.416 |
Financial Services | 12.580 | 16.947 |
Technology | 12.560 | 16.321 |
Consumer Defensive | 8.590 | 7.989 |
Consumer Cyclical | 7.560 | 10.293 |
Real Estate | 6.810 | 6.652 |
Basic Materials | 4.910 | 5.771 |
Energy | 4.890 | 4.830 |
Communication Services | 4.570 | 6.441 |
Utilities | 2.710 | 3.413 |
Number of long holdings: 28
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Core FTSE 100 UCITS ETF GBP (Dist) | IE0005042456 | 9.18 | 827.00 | +0.63% | |
Vanguard U.K. Government Bd Idx Instl Pls GBP Inc | IE00BPT2BR59 | 7.53 | 84.595 | -0.18% | |
CT (Lux) UK Equity Income LGP | LU1475748270 | 6.06 | - | - | |
iShares GBP Ultrashort Bond GBP | IE00BCRY6441 | 6.06 | 102.89 | +0.04% | |
Brevan Howard Abs Rt Govt Bd A2M GBP Dis | LU2428338565 | 5.97 | - | - | |
Atlantic House Defined Ret I Inc GBP | IE00BF2ZW348 | 5.95 | - | - | |
Invesco UK Gilts UCITS GBP Inc | IE00BG0TQC25 | 5.03 | 3,002.25 | -0.09% | |
Vanguard UK Invm Grd Bd Idx Ins Pl £Dist | IE00BPT2BT73 | 4.51 | - | - | |
T. Rowe Price US Smlr Cm Eq Id USD 2 | LU2584622976 | 4.02 | - | - | |
Fortem Capital Absolute Return A GBP Acc | IE000KIW4961 | 3.97 | - | - |
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