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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.85 | 5.06 | 4.21 |
Shares | 99.15 | 99.15 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.14 | 13.66 |
Price to Book | 2.36 | 1.93 |
Price to Sales | 2.14 | 1.26 |
Price to Cash Flow | 14.70 | 8.54 |
Dividend Yield | 2.58 | 3.53 |
5 Years Earnings Growth | 8.68 | 8.97 |
Name | Net % | Category Average |
---|---|---|
Industrials | 26.01 | 14.73 |
Financial Services | 20.38 | 17.79 |
Healthcare | 16.75 | 11.93 |
Consumer Cyclical | 10.56 | 10.53 |
Consumer Defensive | 8.22 | 15.06 |
Technology | 7.64 | 3.24 |
Utilities | 5.79 | 3.59 |
Real Estate | 2.89 | 2.81 |
Basic Materials | 1.77 | 7.43 |
Number of long holdings: 81
Number of short holdings: 43
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
AstraZeneca | GB0009895292 | 6.39 | 11,850.0 | -0.72% | |
London Stock Exchange | GB00B0SWJX34 | 5.47 | 10,255.0 | +0.84% | |
Relx | GB00B2B0DG97 | 5.32 | 3,672.00 | +1.89% | |
Compass | GB00BD6K4575 | 5.03 | 2,461.00 | +0.08% | |
Standard Chartered | GB0004082847 | 4.40 | 822.00 | -2.07% | |
Experian | GB00B19NLV48 | 4.38 | 3,927.0 | 0.00% | |
SSE | GB0007908733 | 4.27 | 1,898.50 | +1.31% | |
Sage | GB00B8C3BL03 | 3.73 | 1,013.00 | -1.22% | |
Schneider Electric | FR0000121972 | 3.70 | 240.15 | -1.44% | |
HSBC | GB0005405286 | 3.35 | 669.20 | -0.98% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Diversified Trust Class C Acc | 3.57B | 5.85 | 1.60 | 7.69 | ||
Diversified Trust Class C Inc | 3.57B | 5.85 | 1.60 | 7.74 | ||
Diversified Trust D Acc | 3.57B | 1.14 | 3.64 | 7.61 | ||
Leaders Trust Class A Inc | 2.96B | 1.27 | 7.45 | 7.67 | ||
Leaders Trust Class C Inc | 2.96B | 9.78 | 4.74 | 9.64 |
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