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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.11 | 5.82 | 4.71 |
Shares | 98.89 | 98.89 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 16.50 | 13.43 |
Price to Book | 2.19 | 1.93 |
Price to Sales | 2.27 | 1.26 |
Price to Cash Flow | 15.18 | 8.30 |
Dividend Yield | 2.74 | 3.56 |
5 Years Earnings Growth | 7.63 | 8.59 |
Name | Net % | Category Average |
---|---|---|
Industrials | 27.58 | 15.28 |
Financial Services | 20.66 | 16.85 |
Healthcare | 15.81 | 11.55 |
Technology | 8.45 | 3.40 |
Consumer Defensive | 8.02 | 15.09 |
Consumer Cyclical | 7.95 | 10.96 |
Utilities | 5.73 | 3.61 |
Real Estate | 3.42 | 2.71 |
Basic Materials | 2.39 | 7.74 |
Number of long holdings: 84
Number of short holdings: 54
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
AstraZeneca | GB0009895292 | 5.63 | 11,988.0 | -0.32% | |
Relx | GB00B2B0DG97 | 5.61 | 3,329.00 | +1.46% | |
London Stock Exchange | GB00B0SWJX34 | 5.46 | 8,934.0 | +0.50% | |
Compass | GB00BD6K4575 | 5.19 | 2,229.00 | -0.13% | |
Sage | GB00B8C3BL03 | 4.94 | 1,173.00 | +1.08% | |
Experian | GB00B19NLV48 | 4.41 | 3,272.0 | +1.46% | |
SSE | GB0007908733 | 4.02 | 1,655.00 | +0.27% | |
Standard Chartered | GB0004082847 | 4.00 | 681.40 | -0.21% | |
Schneider Electric | FR0000121972 | 3.69 | 217.35 | +2.81% | |
HSBC | GB0005405286 | 3.41 | 663.60 | +0.26% |
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 A Inc | 3.22B | 1.27 | 7.45 | 7.67 |
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