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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.560 | 0.560 | 0.000 |
Stocks | 99.370 | 99.370 | 0.000 |
Other | 0.070 | 0.080 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.273 | 17.709 |
Price to Book | 2.724 | 2.838 |
Price to Sales | 1.869 | 2.017 |
Price to Cash Flow | 11.627 | 11.633 |
Dividend Yield | 2.102 | 2.113 |
5 Years Earnings Growth | 10.474 | 10.946 |
Name | Net % | Category Average |
---|---|---|
Technology | 24.150 | 21.949 |
Financial Services | 14.560 | 15.489 |
Healthcare | 12.140 | 14.360 |
Consumer Cyclical | 10.820 | 10.649 |
Industrials | 10.680 | 12.112 |
Communication Services | 7.220 | 7.271 |
Consumer Defensive | 6.790 | 8.437 |
Energy | 4.520 | 4.045 |
Basic Materials | 4.100 | 4.382 |
Real Estate | 2.560 | 2.806 |
Utilities | 2.470 | 2.571 |
Number of long holdings: 1,079
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apple | US0378331005 | 4.83 | 189.98 | +1.66% | |
Microsoft | US5949181045 | 4.23 | 430.16 | +0.74% | |
iShares Core MSCI World UCITS | IE00B4L5Y983 | 3.37 | 100.11 | +0.16% | |
Amazon.com | US0231351067 | 2.23 | 180.75 | -0.17% | |
NVIDIA | US67066G1040 | 1.95 | 1,064.69 | +2.57% | |
Alphabet A | US02079K3059 | 1.29 | 174.99 | +0.83% | |
Meta Platforms | US30303M1027 | 1.25 | 478.22 | +2.67% | |
Alphabet C | US02079K1079 | 1.21 | 176.33 | +0.73% | |
Tesla | US88160R1014 | 1.13 | 179.24 | +3.17% | |
JPMorgan | US46625H1005 | 0.79 | 200.71 | +1.92% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Sanlam Global Financial A GBP | 83.3M | 9.75 | 12.59 | 9.83 | ||
Sanlam Global Financial C GBP | 83.3M | 9.84 | 12.87 | 10.33 | ||
Sanlam Global Financial Class F GBP | 83.3M | 9.57 | 12.00 | 9.48 |
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