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Name | Net % | Long % | Short % |
---|---|---|---|
Stocks | 99.910 | 99.910 | 0.000 |
Other | 0.090 | 0.090 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 9.515 | 11.928 |
Price to Book | 1.231 | 1.758 |
Price to Sales | 0.716 | 1.020 |
Price to Cash Flow | 5.343 | 7.188 |
Dividend Yield | 6.211 | 4.792 |
5 Years Earnings Growth | 6.724 | 9.034 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 25.030 | 20.953 |
Consumer Defensive | 17.140 | 13.846 |
Basic Materials | 15.770 | 7.303 |
Energy | 11.140 | 10.697 |
Utilities | 10.240 | 6.025 |
Consumer Cyclical | 7.750 | 10.602 |
Communication Services | 5.440 | 5.261 |
Healthcare | 4.670 | 9.775 |
Industrials | 2.620 | 14.402 |
Technology | 0.180 | 4.085 |
Real Estate | 0.010 | 3.831 |
Number of long holdings: 109
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Glencore | JE00B4T3BW64 | 4.95 | 502.50 | +0.20% | |
Shell | GB00BP6MXD84 | 4.80 | 33.03 | +0.33% | |
British American Tobacco | GB0002875804 | 4.78 | 2,473.0 | -0.12% | |
BP | GB0007980591 | 4.73 | 491.10 | -0.03% | |
Unilever | GB00B10RZP78 | 4.71 | 50.10 | -0.04% | |
National Grid | GB00BDR05C01 | 4.59 | 1,126.50 | -0.35% | |
Rio Tinto PLC | GB0007188757 | 4.58 | 5,829.0 | +0.59% | |
GSK plc | GB00BN7SWP63 | 4.54 | 1,758.00 | -0.96% | |
HSBC | GB0005405286 | 4.19 | 697.80 | +0.32% | |
Lloyds Banking | GB0008706128 | 4.03 | 56.10 | -0.18% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 60 Equity Fund A Inc | 15.22B | 1.72 | 3.51 | 6.54 | ||
LifeStrategy 60 Equity Fund A Acc | 15.22B | 1.72 | 3.51 | 6.54 | ||
US Equity Index Acc | 14.87B | 7.37 | 13.11 | 14.79 | ||
US Equity Index Inc | 14.87B | 7.37 | 13.11 | 14.79 | ||
FTSE Dev World ex UK Equity Index A | 15.34B | 6.40 | 12.13 | 12.73 |
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