Exchange: LSE
Country: GB
Currency: British Pound (£)
Category: UK Large-Cap Equity
| Asset Allocation | |||
|---|---|---|---|
| Asset Class | Long % | Short % | Net Assets |
| Stock non-US | 97.23 | 0.00 | 97.23 |
| Stock US | 2.73 | 0.00 | 2.73 |
| Cash | 1.50 | 1.46 | 0.04 |
| Sector Weights | ||
|---|---|---|
| Sector | Equity % | Relative to Category |
| Financial Services | 23.54 | 18.13 |
| Consumer Defensive | 20.80 | 15.74 |
| Healthcare | 19.46 | 11.99 |
| Communication Services | 11.34 | 4.27 |
| Basic Materials | 8.09 | 7.15 |
| Industrials | 5.79 | 13.71 |
| Consumer Cyclicals | 5.36 | 9.20 |
| Energy | 2.71 | 11.35 |
| Real Estate | 2.67 | 1.83 |
| Technology | 0.17 | 2.78 |
| Utilities | 0.08 | 3.86 |
| World Regions | ||
|---|---|---|
| Region | Equity % | Relative to Category |
| United Kingdom | 91.33 | 92.64 |
| Europe Developed | 5.94 | 3.55 |
| North America | 2.73 | 3.21 |
| Japan | 0.00 | 0.10 |
| Australasia | 0.00 | 0.05 |
| Asia Emerging | 0.00 | 0.14 |
| Latin America | 0.00 | 0.08 |
| Asia Developed | 0.00 | 0.08 |
| Europe Emerging | 0.00 | 0.00 |
| Africa/Middle East | 0.00 | 0.15 |