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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.270 | 2.290 | 0.020 |
Stocks | 59.360 | 59.470 | 0.110 |
Bonds | 35.280 | 35.280 | 0.000 |
Convertible | 1.020 | 1.020 | 0.000 |
Preferred | 0.130 | 0.130 | 0.000 |
Other | 1.930 | 1.930 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 18.315 | 16.451 |
Price to Book | 3.112 | 2.379 |
Price to Sales | 2.323 | 1.762 |
Price to Cash Flow | 12.629 | 10.297 |
Dividend Yield | 2.032 | 2.468 |
5 Years Earnings Growth | 9.945 | 11.565 |
Name | Net % | Category Average |
---|---|---|
Technology | 25.330 | 19.914 |
Healthcare | 14.810 | 12.428 |
Financial Services | 14.080 | 15.127 |
Consumer Cyclical | 10.130 | 12.005 |
Industrials | 8.370 | 12.203 |
Communication Services | 8.120 | 7.203 |
Consumer Defensive | 7.870 | 7.684 |
Basic Materials | 4.340 | 7.052 |
Energy | 3.120 | 4.562 |
Utilities | 2.250 | 3.353 |
Real Estate | 1.590 | 2.720 |
Number of long holdings: 1
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Universal Invest Global Flexible HC | LU0471613124 | 100.00 | 260.600 | +0.02% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Universal Global Flexible C Inc | 3.78B | 10.61 | 3.68 | 4.97 | ||
Portfolio Global Medium C Inc | 2.72B | 8.67 | 2.43 | 4.11 | ||
Universal Global Flexible B Inc | 2.31B | 10.42 | 3.42 | 4.70 | ||
Portfolio Global High C Inc | 2.1B | 12.54 | 4.82 | 6.59 | ||
Portfolio Global Medium B Inc | 1.71B | 8.49 | 2.17 | 3.85 |
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