Description: The Fund seeks to track the performance of an index composed of a sub-set of MSCI USA stocks that have been experiencing an upward price trend
Exchange: LSE
Country: UK
Currency: US Dollar ($)
Category: US Large-Cap Growth Equity
Asset Allocation | |||
---|---|---|---|
Asset Class | Long % | Short % | Net Assets |
Stock US | 98.82 | 0.00 | 98.82 |
Stock non-US | 0.94 | 0.00 | 0.94 |
Cash | 0.24 | 0.00 | 0.24 |
Bond | 0.00 | 0.00 | 0.00 |
Sector Weights | ||
---|---|---|
Sector | Equity % | Relative to Category |
Healthcare | 35.49 | 16.74 |
Energy | 24.69 | 1.32 |
Financial Services | 8.54 | 9.61 |
Industrials | 7.80 | 6.36 |
Consumer Defensive | 7.67 | 4.99 |
Consumer Cyclicals | 6.12 | 13.51 |
Technology | 2.94 | 34.50 |
Utilities | 2.43 | 0.96 |
Basic Materials | 2.13 | 1.18 |
Communication Services | 1.70 | 9.19 |
Real Estate | 0.49 | 1.63 |
World Regions | ||
---|---|---|
Region | Equity % | Relative to Category |
North America | 99.06 | 96.63 |
Europe Developed | 0.94 | 1.86 |
Australasia | 0.00 | 0.00 |
Asia Emerging | 0.00 | 0.22 |
Latin America | 0.00 | 0.30 |
Asia Developed | 0.00 | 0.25 |
United Kingdom | 0.00 | 0.68 |
Africa/Middle East | 0.00 | 0.06 |