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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.89 | 31.90 | 29.01 |
Shares | 8.70 | 11.90 | 3.20 |
Bonds | 29.60 | 30.71 | 1.11 |
Convertible | 0.07 | 0.07 | 0.00 |
Preferred | 0.12 | 0.12 | 0.00 |
Other | 58.63 | 58.64 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 14.89 | 14.88 |
Price to Book | 2.28 | 1.97 |
Price to Sales | 1.30 | 1.48 |
Price to Cash Flow | 9.71 | 8.90 |
Dividend Yield | 2.73 | 3.14 |
5 Years Earnings Growth | 10.81 | 10.44 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 20.29 | 16.98 |
Industrials | 17.61 | 12.68 |
Technology | 14.44 | 13.95 |
Consumer Defensive | 10.28 | 8.62 |
Healthcare | 10.18 | 9.98 |
Consumer Cyclical | 9.88 | 9.80 |
Communication Services | 5.46 | 5.79 |
Basic Materials | 5.21 | 6.30 |
Utilities | 3.50 | 4.10 |
Energy | 2.11 | 6.14 |
Real Estate | 1.04 | 6.36 |
Number of long holdings: 493
Number of short holdings: 202
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Fidelity Global Aggregate Bond I GBP Acc | IE00BZ18RM86 | 29.09 | - | - | |
Jupiter Strategic Bond X Acc | GB00BKSFXX05 | 10.99 | - | - | |
Fidelity Global Sub-IG Fxd Inc IGBPAcc | IE00BZ18RL79 | 6.60 | - | - | |
Fidelity UK Equity I GBP Acc | IE00BZ18RJ57 | 5.30 | - | - | |
Long Gilt Future June 24 | - | 3.47 | - | - | |
iShares $ TIPS UCITS ETF GBP Hedged (Dist) | IE00BDZVH859 | 3.16 | 4.85 | 0.00% | |
Principal Finisterre Unc EMFI I2HInc£ | IE00BYP54X81 | 3.05 | - | - | |
Amundi Physical Gold C | FR0013416716 | 2.98 | 86.33 | -0.06% | |
Euro Bund Future June 24 | DE000C75XMU8 | 2.97 | - | - | |
Fidelity North America Equity I USD Acc | IE00BZ18RN93 | 2.66 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Multi Asset Income Fund Aa | 6.1M | 1.37 | -3.55 | 2.01 |
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