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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.770 | 4.320 | 1.550 |
Shares | 84.190 | 84.190 | 0.000 |
Bonds | 9.740 | 9.840 | 0.100 |
Convertible | 0.020 | 0.020 | 0.000 |
Preferred | 0.010 | 0.010 | 0.000 |
Other | 3.270 | 3.280 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.894 | 16.200 |
Price to Book | 2.232 | 2.333 |
Price to Sales | 1.491 | 1.808 |
Price to Cash Flow | 10.619 | 10.304 |
Dividend Yield | 2.563 | 2.586 |
5 Years Earnings Growth | 10.132 | 10.778 |
Name | Net % | Category Average |
---|---|---|
Technology | 16.880 | 17.888 |
Industrials | 16.790 | 13.334 |
Healthcare | 15.250 | 11.876 |
Financial Services | 11.930 | 17.175 |
Consumer Cyclical | 9.790 | 10.399 |
Consumer Defensive | 9.400 | 7.664 |
Basic Materials | 5.160 | 5.760 |
Communication Services | 5.060 | 6.525 |
Real Estate | 4.300 | 3.586 |
Energy | 3.190 | 4.192 |
Utilities | 2.260 | 4.202 |
Number of long holdings: 26
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares Core FTSE 100 UCITS ETF GBP (Dist) | IE0005042456 | 8.12 | 827.40 | -0.29% | |
Polar Capital Funds PLC - Polar Capital UK Value O | IE00BD81XT55 | 7.33 | 13.040 | +0.46% | |
CT (Lux) UK Equity Income LGP | LU1475748270 | 7.17 | - | - | |
Vanguard US 500 Stock Index Institutional Plus USD | IE00BFPM9T72 | 6.08 | 334.476 | +0.12% | |
Guinness Global Equity Income Z | IE00B754QH41 | 5.99 | 30.661 | -0.14% | |
T. Rowe Price US Smlr Cm Eq Id USD 2 | LU2584622976 | 5.89 | - | - | |
Fundsmith Equity Fund Feeder I GBP Acc | LU1053186349 | 4.93 | 43.225 | +0.00% | |
Pictet-Japanese Equity Opps J dy GBP | LU2248080207 | 4.85 | - | - | |
Ninety One GSF Global Envir IX Acc GBP | LU2178855313 | 4.19 | - | - | |
Fidelity Funds - Global Technology Fund W-Acc-GBP | LU1033663649 | 4.01 | 8.133 | -0.64% |
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