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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 1.380 | 2.200 | 0.820 |
Stocks | 98.660 | 98.660 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.895 | 18.194 |
Price to Book | 3.307 | 2.873 |
Price to Sales | 2.358 | 2.102 |
Price to Cash Flow | 14.345 | 11.901 |
Dividend Yield | 1.733 | 2.093 |
5 Years Earnings Growth | 10.346 | 11.247 |
Name | Net % | Category Average |
---|---|---|
Technology | 26.870 | 22.664 |
Healthcare | 16.020 | 14.183 |
Industrials | 14.140 | 11.900 |
Consumer Cyclical | 12.220 | 10.442 |
Financial Services | 11.270 | 15.656 |
Consumer Defensive | 6.370 | 8.105 |
Communication Services | 4.870 | 7.451 |
Real Estate | 3.340 | 2.775 |
Basic Materials | 3.080 | 4.338 |
Utilities | 0.970 | 2.664 |
Energy | 0.850 | 3.933 |
Number of long holdings: 11
Number of short holdings: 8
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
UBS MSCI USA Socially Responsible | LU0629460089 | 17.63 | 209.40 | +0.67% | |
iShares Sust MSCI USA SRI | IE00BYVJRR92 | 14.79 | 14.368 | +0.77% | |
Comgest Growth Europe EUR I Acc | IE00B5WN3467 | 13.47 | 49.130 | +2.04% | |
BNP Paribas Easy MSCI USA SRI S-Series 5% Capped U | LU1291103338 | 13.28 | 21.97 | +0.97% | |
UBS MSCI Japan Socially Responsible hedged A-Acc | LU1273488715 | 11.68 | 21.92 | -1.53% | |
AMUNDI MSCI USA SRI Climate Net Zero Ambition PAB | IE000R85HL30 | 10.70 | 108.86 | +0.87% | |
Baillie Gifford WW Glb Div Gr B EUR Inc | IE00BK8PGD16 | 10.01 | - | - | |
JSS Sustainable Equity Tech Dis IUSD Acc | LU1752458551 | 8.09 | - | - | |
JSS OekoSar Equity Global C EUR acc | LU0950589498 | 0.00 | 322.540 | +0.56% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LU1637619120 | 950.59M | 6.17 | -10.59 | - | ||
LU1637618742 | 343.63M | 0.20 | -13.59 | - | ||
LU1637618155 | 283.64M | 4.15 | -8.53 | - | ||
AlphaBalanced B I | 148.48M | 7.23 | 0.29 | 3.04 | ||
AlphaBalanced B II | 148.48M | 7.29 | 0.36 | 3.12 |
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