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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 12.850 | 18.660 | 5.810 |
Stocks | 40.380 | 41.770 | 1.390 |
Bonds | 43.560 | 51.110 | 7.550 |
Convertible | 0.530 | 0.530 | 0.000 |
Preferred | 0.100 | 0.100 | 0.000 |
Other | 2.570 | 2.780 | 0.210 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.321 | 16.670 |
Price to Book | 2.648 | 2.432 |
Price to Sales | 1.828 | 1.743 |
Price to Cash Flow | 11.720 | 10.252 |
Dividend Yield | 2.077 | 2.481 |
5 Years Earnings Growth | 10.845 | 10.863 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.200 | 19.773 |
Industrials | 14.220 | 12.300 |
Financial Services | 13.450 | 15.221 |
Healthcare | 11.850 | 12.889 |
Consumer Cyclical | 11.050 | 10.857 |
Consumer Defensive | 8.600 | 7.822 |
Communication Services | 6.220 | 6.704 |
Basic Materials | 5.940 | 5.236 |
Energy | 3.950 | 4.308 |
Utilities | 1.890 | 3.401 |
Real Estate | 1.640 | 3.745 |
Number of long holdings: 98
Number of short holdings: 9
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Amundi S&P 500 UCITS ETF - D-EUR | LU0496786574 | 5.16 | 52.82 | +0.42% | |
Vanguard S&P 500 UCITS USD Inc | IE00B3XXRP09 | 5.03 | 82.51 | +0.61% | |
M&G European Credit Investment F EUR Acc | LU2101367030 | 3.87 | - | - | |
NN L Euro Credit - I Cap EUR | LU0555026250 | 3.79 | 2,109.920 | -0.08% | |
BlueBay Investment Grade Bd I EUR (Perf) | LU0225310423 | 3.79 | - | - | |
Morgan Stanley Investment Funds Euro Corporate Bon | LU0360483100 | 3.79 | 45.240 | +0.07% | |
BlueBay Funds BlueBay Investment Grade Euro Gove | LU0842209909 | 3.67 | 103.110 | -0.05% | |
Schroder International Selection Fund EURO Governm | LU0106236184 | 3.64 | 11.338 | -0.09% | |
Parvest Bond Euro Government I-Capitalisation | LU0111549050 | 3.64 | 197.950 | -0.11% | |
Henderson Gartmore Pan European Fund H EUR Acc | LU1276832125 | 2.64 | 9.474 | -0.13% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
PTIGAXHM0004 | 754.69M | 1.28 | -1.65 | 0.78 | ||
PTIG1AHM0006 | 433.86M | 1.11 | -2.02 | 0.67 | ||
PTYAIVLM0008 | 433.86M | 1.11 | -2.08 | 0.66 | ||
PTIG1DHM0003 | 242.93M | 10.15 | 12.62 | 3.24 | ||
PTIGAZHM0002 | 196.48M | 3.43 | -0.10 | 1.68 |
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