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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 2.620 | 2.670 | 0.050 |
Stocks | 58.790 | 58.900 | 0.110 |
Bonds | 35.510 | 35.510 | 0.000 |
Convertible | 1.090 | 1.090 | 0.000 |
Preferred | 0.190 | 0.190 | 0.000 |
Other | 1.800 | 1.800 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 17.279 | 16.162 |
Price to Book | 2.843 | 2.326 |
Price to Sales | 1.962 | 1.678 |
Price to Cash Flow | 11.391 | 9.547 |
Dividend Yield | 2.109 | 2.502 |
5 Years Earnings Growth | 11.573 | 11.187 |
Name | Net % | Category Average |
---|---|---|
Technology | 23.090 | 19.373 |
Healthcare | 15.480 | 12.461 |
Financial Services | 14.360 | 15.106 |
Consumer Cyclical | 10.520 | 12.154 |
Industrials | 9.210 | 12.265 |
Consumer Defensive | 8.410 | 7.949 |
Communication Services | 7.730 | 7.084 |
Basic Materials | 4.270 | 7.124 |
Energy | 3.230 | 4.661 |
Utilities | 2.220 | 3.510 |
Real Estate | 1.470 | 2.566 |
Number of long holdings: 1
Number of short holdings: 1
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Universal Invest Global Flexible HC | LU0471613124 | 100.00 | 250.430 | +0.00% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Universal Global Flexible C Inc | 3.6B | 4.91 | 3.36 | 4.88 | ||
Portfolio Global Medium C Inc | 2.59B | 3.69 | 2.04 | 4.04 | ||
Universal Global Flexible B Inc | 2.16B | 4.82 | 3.10 | 4.65 | ||
Portfolio Global High C Inc | 1.97B | 6.13 | 4.56 | 6.67 | ||
Portfolio Global Medium B Inc | 1.64B | 3.61 | 1.78 | 3.78 |
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