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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.460 | 2.460 | 0.000 |
Shares | 97.540 | 97.540 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.178 | 11.217 |
Price to Book | 1.481 | 1.477 |
Price to Sales | 2.303 | 1.814 |
Price to Cash Flow | 5.912 | 10.176 |
Dividend Yield | 2.624 | 3.029 |
5 Years Earnings Growth | 10.723 | 10.741 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 96.270 | 93.207 |
Technology | 2.180 | 7.295 |
Consumer Cyclical | 1.540 | 3.054 |
Number of long holdings: 53
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
JPMorgan Chase & Co | - | 6.44 | - | - | |
Mastercard Inc Class A | - | 5.58 | - | - | |
Citigroup Inc | - | 3.09 | - | - | |
Berkshire Hathaway Inc Class B | - | 2.99 | - | - | |
Visa Inc Class A | - | 2.90 | - | - | |
Chubb | CH0044328745 | 2.86 | 254.83 | +0.31% | |
The Goldman Sachs Group Inc | - | 2.82 | - | - | |
BBVA | ES0113211835 | 2.40 | 9.710 | +1.15% | |
Barclays | GB0031348658 | 2.36 | 213.95 | +0.33% | |
American Express Co | - | 2.31 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Global Technology Fund G | 6.19B | 15.47 | 4.46 | 16.64 | ||
Global Technology Fund I G | 6.19B | 8.18 | 2.63 | 17.57 | ||
Global Technology Fund RG | 6.19B | 8.01 | 2.13 | 17.06 | ||
Global Insurance Fund A GBP Inc | 2.32B | 11.20 | 13.54 | 13.32 | ||
Global Insurance Fund B GBP Acc | 2.32B | 11.20 | 13.54 | 13.32 |
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