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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 0.790 | 3.120 | 2.330 |
Stocks | 99.130 | 99.130 | 0.000 |
Bonds | 0.010 | 0.010 | 0.000 |
Other | 0.070 | 0.070 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 12.914 | 12.482 |
Price to Book | 1.599 | 1.761 |
Price to Sales | 0.976 | 1.087 |
Price to Cash Flow | 7.220 | 7.192 |
Dividend Yield | 3.325 | 3.133 |
5 Years Earnings Growth | 9.728 | 10.122 |
Name | Net % | Category Average |
---|---|---|
Financial Services | 23.230 | 17.594 |
Technology | 12.060 | 15.142 |
Industrials | 11.710 | 11.473 |
Consumer Cyclical | 10.180 | 10.194 |
Healthcare | 8.700 | 15.242 |
Energy | 7.760 | 6.904 |
Communication Services | 7.190 | 8.620 |
Consumer Defensive | 6.920 | 9.603 |
Basic Materials | 5.670 | 5.694 |
Utilities | 3.790 | 4.300 |
Real Estate | 2.800 | 1.827 |
Number of long holdings: 3
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Old Mutual FTSE RAFI® All Wld Idx A Hyb | IE00B92FYM56 | 99.75 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Old Mutual Global Equity Fund R | 33.16B | 9.16 | 16.13 | 15.62 | ||
Old Mutual Global Equity Fund A | 33.16B | 8.85 | 15.13 | 14.69 | ||
Old Mutual Global Equity Fund B1 | 33.16B | 9.76 | 17.97 | 15.02 | ||
Old Mutual Balanced Fund R | 21.95B | 0.76 | 7.59 | 7.10 | ||
Old Mutual Balanced Fund A | 21.95B | 0.64 | 7.22 | 6.70 |
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