Exchange: LSE
Country: GB
Currency: British Pound (£)
Category: GBP Allocation 40-60% Equity
| Asset Allocation | |||
|---|---|---|---|
| Asset Class | Long % | Short % | Net Assets |
| Bond | 52.31 | 0.00 | 52.31 |
| Stock US | 31.34 | 0.00 | 31.34 |
| Stock non-US | 15.67 | 0.00 | 15.67 |
| Cash | 48.59 | 48.16 | 0.43 |
| NotClassified | 0.23 | 0.00 | 0.23 |
| Other | 0.03 | 0.00 | 0.03 |
| Sector Weights | ||
|---|---|---|
| Sector | Equity % | Relative to Category |
| Technology | 23.54 | 16.36 |
| Financial Services | 15.45 | 15.81 |
| Healthcare | 13.58 | 11.95 |
| Consumer Cyclicals | 11.45 | 9.72 |
| Industrials | 10.59 | 12.54 |
| Consumer Defensive | 6.90 | 9.35 |
| Communication Services | 6.88 | 6.02 |
| Energy | 3.27 | 5.69 |
| Basic Materials | 3.12 | 4.37 |
| Real Estate | 3.03 | 4.63 |
| Utilities | 2.18 | 3.57 |
| World Regions | ||
|---|---|---|
| Region | Equity % | Relative to Category |
| North America | 66.68 | 48.51 |
| Europe Developed | 9.90 | 10.91 |
| Japan | 8.76 | 4.37 |
| Asia Emerging | 5.76 | 3.15 |
| Asia Developed | 3.93 | 3.02 |
| United Kingdom | 2.44 | 27.91 |
| Latin America | 1.19 | 0.55 |
| Africa/Middle East | 1.11 | 0.48 |
| Europe Emerging | 0.24 | 0.11 |
| Australasia | 0.00 | 1.00 |