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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.62 | 11.56 | 10.94 |
Stocks | 54.03 | 54.03 | 0.00 |
Bonds | 39.85 | 39.90 | 0.05 |
Convertible | 0.33 | 0.33 | 0.00 |
Preferred | 0.01 | 0.01 | 0.00 |
Other | 5.17 | 5.17 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.74 | 15.41 |
Price to Book | 1.97 | 2.26 |
Price to Sales | 1.54 | 1.62 |
Price to Cash Flow | 9.38 | 9.86 |
Dividend Yield | 2.81 | 2.89 |
5 Years Earnings Growth | 11.24 | 10.51 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.29 | 16.74 |
Financial Services | 18.62 | 17.68 |
Industrials | 11.10 | 11.75 |
Consumer Cyclical | 11.08 | 10.49 |
Healthcare | 8.43 | 10.32 |
Communication Services | 7.51 | 6.34 |
Consumer Defensive | 7.01 | 7.78 |
Basic Materials | 5.02 | 5.44 |
Energy | 4.82 | 4.41 |
Utilities | 3.69 | 3.55 |
Real Estate | 3.43 | 6.15 |
Number of long holdings: 33
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
BlackRock Corporate Bond Tracker Fund L Acc | GB00B5MMQ552 | 13.88 | 1.58 | -0.30% | |
Vanguard UK Invm Grd Bd Idx £ Dist | IE00B1S74W91 | 13.76 | - | - | |
iShares Emerging Mkts Eq Idx (UK) L Acc | GB00B4M5NH84 | 9.58 | - | - | |
HSBC American Index Fund Retail Accumulation | GB0000470418 | 7.59 | 13.45 | +0.70% | |
abrdn Asia Pacific ex-Japan TrkrN£Acc | GB00BKBD2G73 | 7.53 | - | - | |
Legal & General US Index Trust C Acc | GB00BG0QPL51 | 7.05 | 13.00 | +0.70% | |
Legal & General UK Index Trust C Acc | GB00BG0QPJ30 | 4.24 | 4.23 | +0.71% | |
BlackRock Japan Equity Tracker Fund L Acc | GB00B08HDJ29 | 3.95 | 3.05 | -0.18% | |
BlackRock UK Equity Tracker Fund L Acc | GB00B08HD810 | 3.78 | 3.08 | 0% | |
L&G S&P 500 US Equal Wght Idx C GBP Acc | GB00BSWT8Q21 | 3.54 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Architas Multi Asset Passive Intera | 12.6M | 9.06 | 2.22 | 5.54 | ||
Architas Multi Asset Passive Interz | 47.95M | 9.42 | 2.59 | 5.92 | ||
Architas Multi Asset Passive Interd | 21.61M | 9.18 | 2.34 | 5.76 | ||
Architas Multi Asset Passive Interm | 420.74M | 9.23 | 2.38 | 5.70 | ||
Architas Multi Asset Blended Intera | 82.81M | 8.64 | 1.56 | 4.80 |
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