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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.15 | 2.58 | 1.43 |
Shares | 85.05 | 85.05 | 0.00 |
Bonds | 12.24 | 12.26 | 0.02 |
Convertible | 0.02 | 0.02 | 0.00 |
Preferred | 0.03 | 0.03 | 0.00 |
Other | 1.52 | 1.53 | 0.01 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.27 | 16.42 |
Price to Book | 2.17 | 2.36 |
Price to Sales | 1.53 | 1.84 |
Price to Cash Flow | 10.28 | 10.52 |
Dividend Yield | 2.96 | 2.62 |
5 Years Earnings Growth | 10.15 | 10.86 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 16.69 | 16.91 |
Technology | 16.66 | 18.05 |
Industrials | 11.88 | 13.30 |
Healthcare | 11.58 | 11.88 |
Consumer Cyclical | 10.12 | 10.30 |
Consumer Defensive | 9.05 | 7.55 |
Energy | 7.09 | 4.43 |
Communication Services | 6.16 | 6.55 |
Basic Materials | 5.55 | 5.83 |
Utilities | 3.00 | 4.30 |
Real Estate | 2.23 | 3.69 |
Number of long holdings: 17
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
iShares North American Eq Idx (UK) L Acc | GB00B08HD588 | 33.87 | - | - | |
BlackRock UK Equity Tracker Fund L Acc | GB00B08HD810 | 31.11 | 3.07 | 0% | |
Vanguard Glb Bd Idx Ins Pl £ H Acc | IE00BPT2BQ43 | 12.24 | - | - | |
iShares Continen Eurp Eq Idx (UK) L Acc | GB00B08HDG97 | 8.80 | - | - | |
iShares Emerging Mkts Eq Idx (UK) L Acc | GB00B4M5NH84 | 5.56 | - | - | |
BlackRock Japan Equity Tracker Fund L Acc | GB00B08HDJ29 | 4.70 | 2.97 | +0.22% | |
iShares Pacific ex Jpn Eq Idx (UK) L Acc | GB00B08HD695 | 3.13 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
American Equity Fund A GBP Acc | 49.39M | 6.85 | 12.91 | 14.28 | ||
American Equity Fund P GBP Acc | 7.09M | 10.48 | 11.86 | 14.94 | ||
American Equity Fund R GBP Acc | 813.05M | 10.60 | 12.14 | 15.23 | ||
American Equity Fund U1 GBP Acc | 390.54M | 7.00 | 13.82 | - | ||
American Equity Fund U2 GBP Acc | 852.24M | 7.01 | 13.92 | 15.33 |
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