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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.77 | 5.29 | 4.52 |
Shares | 99.23 | 99.23 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.89 | 13.43 |
Price to Book | 2.13 | 1.93 |
Price to Sales | 2.20 | 1.26 |
Price to Cash Flow | 14.91 | 8.30 |
Dividend Yield | 2.71 | 3.56 |
5 Years Earnings Growth | 9.25 | 8.59 |
Name | Net % | Category Average |
---|---|---|
Industrials | 27.81 | 15.28 |
Financial Services | 20.67 | 16.85 |
Healthcare | 15.38 | 11.55 |
Technology | 8.37 | 3.40 |
Consumer Defensive | 8.05 | 15.09 |
Consumer Cyclical | 7.98 | 10.96 |
Utilities | 5.94 | 3.61 |
Real Estate | 3.43 | 2.71 |
Basic Materials | 2.37 | 7.74 |
Number of long holdings: 79
Number of short holdings: 53
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Relx | GB00B2B0DG97 | 5.90 | 3,284.00 | -0.49% | |
AstraZeneca | GB0009895292 | 5.52 | 12,156.0 | -0.12% | |
London Stock Exchange | GB00B0SWJX34 | 5.25 | 9,056.0 | +2.44% | |
Sage | GB00B8C3BL03 | 5.07 | 1,160.50 | -0.04% | |
Compass | GB00BD6K4575 | 5.03 | 2,221.00 | +0.86% | |
Experian | GB00B19NLV48 | 4.50 | 3,256.0 | +1.12% | |
SSE | GB0007908733 | 4.20 | 1,696.00 | +1.41% | |
Standard Chartered | GB0004082847 | 4.05 | 756.00 | +8.78% | |
Schneider Electric | FR0000121972 | 3.80 | 213.50 | -0.74% | |
HSBC | GB0005405286 | 3.46 | 705.00 | +1.08% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Diversified Trust Class C Acc | 3.5B | 4.32 | 4.16 | 7.99 | ||
Diversified Trust Class C Inc | 3.5B | 4.31 | 4.17 | 7.96 | ||
Diversified Trust D Acc | 3.5B | 1.14 | 3.64 | 7.61 | ||
Leaders Trust Class C Acc | 3.22B | 5.21 | 8.08 | 9.28 | ||
Leaders Trust Class C Inc | 3.22B | 5.25 | 8.09 | 9.30 |
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