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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.10 | 1.82 | 1.72 |
Stocks | 96.47 | 96.47 | 0.00 |
Other | 3.43 | 3.60 | 0.17 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 10.97 | 13.55 |
Price to Book | 1.64 | 1.94 |
Price to Sales | 1.05 | 1.28 |
Price to Cash Flow | 5.20 | 8.59 |
Dividend Yield | 3.54 | 3.61 |
5 Years Earnings Growth | 8.58 | 8.96 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 15.15 | 17.23 |
Consumer Defensive | 14.47 | 14.86 |
Healthcare | 13.48 | 11.85 |
Consumer Cyclical | 12.81 | 10.67 |
Energy | 12.76 | 11.09 |
Industrials | 12.13 | 15.09 |
Communication Services | 6.74 | 5.55 |
Basic Materials | 5.66 | 7.74 |
Real Estate | 5.10 | 2.70 |
Technology | 1.69 | 3.32 |
Number of long holdings: 49
Number of short holdings: 20
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
AstraZeneca | GB0009895292 | 7.13 | 12,260.0 | +1.27% | |
HSBC | GB0005405286 | 6.59 | 667.60 | +1.14% | |
Shell | GB00BP6MXD84 | 6.33 | 33.30 | -0.15% | |
Unilever | GB00B10RZP78 | 6.15 | 53.30 | -0.11% | |
BP | GB0007980591 | 5.99 | 457.80 | +0.11% | |
Relx | GB00B2B0DG97 | 4.44 | 3,512.00 | +1.21% | |
Diageo | GB0002374006 | 3.65 | 2,505.0 | +0.58% | |
GSK plc | GB00BN7SWP63 | 3.65 | 1,524.50 | +0.13% | |
Rio Tinto PLC | GB0007188757 | 3.62 | 4,944.5 | +0.58% | |
Standard Chartered | GB0004082847 | 2.91 | 730.40 | +0.74% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Smaller Companies Fund A Acc | 154.11M | 1.23 | -4.61 | 7.54 | ||
Smaller Companies Fund B Acc | 154.11M | 0.98 | -5.09 | 6.99 | ||
Smaller Companies Fund C Acc | 154.11M | 1.36 | -4.37 | 7.81 | ||
Lazard UK Omega Fund A Dist | 41.2M | -0.64 | 6.51 | 4.49 | ||
Lazard UK Omega Fund A Acc | 41.2M | 7.19 | 6.07 | 5.61 |
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