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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 13.32 | 14.07 | 0.75 |
Stocks | 23.53 | 23.53 | 0.00 |
Bonds | 62.45 | 62.51 | 0.06 |
Convertible | 0.08 | 0.08 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 0.60 | 0.61 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.15 | 14.81 |
Price to Book | 2.15 | 1.96 |
Price to Sales | 1.49 | 1.47 |
Price to Cash Flow | 9.80 | 8.79 |
Dividend Yield | 2.88 | 3.14 |
5 Years Earnings Growth | 9.61 | 10.41 |
Name | Net % | Category Average |
---|---|---|
Technology | 16.88 | 13.95 |
Financial Services | 16.53 | 16.91 |
Industrials | 12.05 | 12.61 |
Healthcare | 11.39 | 10.00 |
Consumer Cyclical | 10.57 | 9.77 |
Consumer Defensive | 9.46 | 8.62 |
Energy | 6.68 | 6.10 |
Communication Services | 6.05 | 5.75 |
Basic Materials | 5.24 | 6.50 |
Utilities | 2.92 | 4.09 |
Real Estate | 2.23 | 6.38 |
Number of long holdings: 17
Number of short holdings: 5
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard Glb Bd Idx Ins Pl £ H Acc | IE00BPT2BQ43 | 33.55 | - | - | |
Vanguard Global Aggregate Bond UCITS ETF GBP Hedge | IE00BG47K971 | 29.01 | 24.00 | -0.17% | |
iShares North American Eq Idx (UK) L Acc | GB00B08HD588 | 9.22 | - | - | |
BlackRock UK Equity Tracker Fund L Acc | GB00B08HD810 | 8.97 | 3.05 | -0.24% | |
iShares Continen Eurp Eq Idx (UK) L Acc | GB00B08HDG97 | 2.42 | - | - | |
iShares Emerging Mkts Eq Idx (UK) L Acc | GB00B4M5NH84 | 1.55 | - | - | |
BlackRock Japan Equity Tracker Fund L Acc | GB00B08HDJ29 | 1.31 | 2.97 | +0.31% | |
iShares Pacific ex Jpn Eq Idx (UK) L Acc | GB00B08HD695 | 0.85 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Moderate Portfolio A GBP Acc | 1.53B | 3.90 | -0.25 | 4.61 | ||
Moderate Portfolio R GBP Acc | 1.53B | 4.12 | 0.27 | 5.14 | ||
Old Mutual Cirilium Moderate Passiv | 1.61B | 4.41 | 4.88 | 7.25 | ||
Conservative Portfolio A GBP Acc | 234.35M | 0.18 | -2.88 | 2.14 | ||
Conservative Portfolio R GBP Acc | 234.35M | 0.34 | -2.36 | 2.71 |
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