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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.040 | 0.040 | 0.000 |
Stocks | 74.730 | 74.730 | 0.000 |
Bonds | 24.290 | 24.300 | 0.010 |
Convertible | 0.050 | 0.050 | 0.000 |
Preferred | 0.020 | 0.020 | 0.000 |
Other | 0.890 | 0.900 | 0.010 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 15.764 | 16.396 |
Price to Book | 2.363 | 2.536 |
Price to Sales | 1.675 | 1.905 |
Price to Cash Flow | 10.665 | 11.717 |
Dividend Yield | 2.546 | 2.448 |
5 Years Earnings Growth | 10.615 | 10.426 |
Name | Net % | Category Average |
---|---|---|
Technology | 20.490 | 21.973 |
Financial Services | 16.930 | 15.917 |
Healthcare | 11.170 | 12.845 |
Industrials | 11.120 | 13.285 |
Consumer Cyclical | 9.880 | 9.787 |
Consumer Defensive | 8.110 | 5.881 |
Communication Services | 7.040 | 7.678 |
Energy | 5.190 | 2.258 |
Basic Materials | 4.580 | 4.733 |
Utilities | 3.060 | 2.311 |
Real Estate | 2.410 | 3.517 |
Number of long holdings: 12
Number of short holdings: 0
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Vanguard FTSE Dev World ex UK Equity Index Acc | GB00B59G4Q73 | 19.06 | 721.82 | +0.68% | |
Vanguard US Equity Index Acc | GB00B5B71Q71 | 18.53 | 1,071.27 | +0.91% | |
Vanguard Global Bond Index Fund GBP Hedged Accumul | IE00B50W2R13 | 17.09 | 151.660 | +0.02% | |
Vanguard FTSE UK All Share Index Unit Trust Accumu | GB00B3X7QG63 | 14.52 | 275.17 | +0.02% | |
Vanguard FTSE North America UCITS ETF USD Accuimul | IE00BK5BQW10 | 6.01 | 147.66 | +0.81% | |
Vanguard Emerging Markets Stock Index Fund GBP Acc | IE00B50MZ724 | 5.86 | 270.211 | +0.10% | |
Vanguard U.K. Government Bond Index Fund GBP Acc | IE00B1S75374 | 4.74 | 130.314 | -0.36% | |
Vanguard FTSE Developed Europe ex UK Equity Index | GB00B5B71H80 | 4.20 | 376.039 | -0.11% | |
Vanguard FTSE 100 UCITS GBP Acc | IE00BFMXYP42 | 4.20 | 41.32 | +0.54% | |
Vanguard U.K. Investment Grade Bond Index Fund GBP | IE00B1S74Q32 | 2.52 | 96.633 | -0.15% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
LifeStrategy 80 Equity Fund A Acc | 13.01B | 2.96 | 6.53 | 8.34 | ||
LifeStrategy 80 Equity Fund A Inc | 13.01B | 14.64 | 5.85 | 8.50 | ||
LifeStrategy 40 Equity Fund A Acc | 5.85B | 0.46 | 0.60 | 4.77 | ||
LifeStrategy 40 Equity Fund A Inc | 5.85B | 0.46 | 0.60 | 4.78 | ||
GB00BZ82ZZ20 | 999.65M | 6.86 | 5.10 | - |
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