Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.16 | 20.25 | 18.09 |
Stocks | 41.70 | 41.70 | 0.00 |
Bonds | 40.57 | 41.90 | 1.33 |
Convertible | 0.24 | 0.24 | 0.00 |
Preferred | 0.17 | 0.17 | 0.00 |
Other | 15.16 | 15.16 | 0.00 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.18 | 15.13 |
Price to Book | 2.14 | 2.11 |
Price to Sales | 1.46 | 1.58 |
Price to Cash Flow | 10.13 | 9.43 |
Dividend Yield | 2.62 | 3.08 |
5 Years Earnings Growth | 10.72 | 10.62 |
Name | Net % | Category Average |
---|---|---|
Technology | 16.66 | 16.78 |
Financial Services | 15.64 | 16.51 |
Industrials | 14.12 | 12.45 |
Consumer Cyclical | 12.56 | 10.20 |
Healthcare | 9.47 | 10.84 |
Consumer Defensive | 9.09 | 7.87 |
Communication Services | 8.72 | 6.39 |
Basic Materials | 4.04 | 5.66 |
Energy | 3.90 | 4.96 |
Real Estate | 3.07 | 6.91 |
Utilities | 2.72 | 3.37 |
Number of long holdings: 37
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
HSBC Global Aggregate Bond S2CHGBP | IE00BGWL6D79 | 13.93 | - | - | |
Vanguard Global Aggregate Bond UCITS ETF GBP Hedge | IE00BG47K971 | 9.41 | 23.99 | -0.04% | |
iShares UK Gilts All Stks Idx (UK) L Acc | GB00B08HD364 | 5.73 | - | - | |
Man GLG Sterling Corp Bd Profl Acc C | GB00BNLYQX62 | 5.40 | - | - | |
Barings Global High Yield Bond B GBP Acc | IE00B7JT4597 | 5.05 | - | - | |
Aegon High Yield Bond GBP S Acc | GB00BF0W2K48 | 4.70 | - | - | |
BA Beutel Goodman US Val SI GBP Acc UnH | IE00BN940L42 | 4.35 | - | - | |
Barings EM Sovereign Debt Tr B GBP Acc | IE00BYXWWH15 | 4.06 | - | - | |
Royal London Corporate Bond Z Fund Income | GB00B3MBXC47 | 3.37 | 0.92 | 0% | |
Liontrust UK Equity X Acc | GB00B88NK732 | 3.25 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Architas Multi Asset Passive Progrd | 16.67M | 1.65 | 4.31 | 7.07 | ||
Architas Multi Asset Passive Progre | 271.86M | 1.66 | 4.36 | 7.04 | ||
Architas Multi Asset Passive Progra | 8.54M | 4.64 | 3.89 | 6.82 | ||
Architas Multi Asset Passive Progrz | 35.02M | 4.80 | 4.27 | 7.20 | ||
Passive Progressive Fund Class R Ac | 14.42M | 4.45 | 3.43 | 6.35 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review