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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.730 | 0.730 | 0.000 |
Stocks | 99.270 | 99.270 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.947 | 22.638 |
Price to Book | 3.193 | 4.139 |
Price to Sales | 3.017 | 2.932 |
Price to Cash Flow | 13.478 | 15.159 |
Dividend Yield | 1.281 | 1.274 |
5 Years Earnings Growth | 10.914 | 12.263 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 28.120 | 12.787 |
Technology | 27.630 | 27.549 |
Industrials | 13.360 | 13.670 |
Consumer Cyclical | 8.980 | 11.787 |
Communication Services | 7.150 | 6.100 |
Healthcare | 6.530 | 15.747 |
Consumer Defensive | 5.310 | 6.379 |
Basic Materials | 1.770 | 4.215 |
Utilities | 0.930 | 1.518 |
Energy | 0.150 | 3.470 |
Real Estate | 0.070 | 5.730 |
Number of long holdings: 107
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Microsoft | US5949181045 | 4.17 | 397.84 | +0.73% | |
Visa A | US92826C8394 | 4.04 | 267.61 | +0.11% | |
Alphabet A | US02079K3059 | 3.54 | 166.62 | +1.68% | |
Berkshire Hathaway B | US0846707026 | 3.54 | 400.60 | +0.51% | |
Amazon.com | US0231351067 | 3.40 | 184.72 | +3.20% | |
Taiwan Semicon | TW0002330008 | 3.32 | 772.00 | -2.28% | |
Arthur J Gallagher | US3635761097 | 3.03 | 238.54 | -0.11% | |
Aon | IE00BLP1HW54 | 3.00 | 280.09 | -1.31% | |
S&P Global | US78409V1044 | 2.79 | 416.85 | +0.16% | |
Meta Platforms | US30303M1027 | 2.71 | 441.84 | +0.60% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Australian Equities Fund | 5.32B | 4.19 | 8.16 | 8.13 | ||
Fidelity Asia Fund | 1.08B | 5.10 | -0.55 | 12.24 | ||
Fidelity Future Leaders Fund | 765.8M | 10.40 | 6.20 | 10.54 | ||
Fidelity Global Emerging Markets Fu | 565.61M | 4.99 | -1.05 | 8.97 | ||
Fidelity Australian Opportunities | 197.33M | 6.75 | 8.10 | 9.09 |
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