UK markets closed
NIKKEI 225
39,103.22 +486.12 (+1.26%) HANG SENG
18,868.71 -326.89 (-1.70%) CRUDE OIL
76.96 -0.61 (-0.79%) GOLD FUTURES
2,337.40 -55.50 (-2.32%) DOW
39,053.43 -617.61 (-1.56%) Bitcoin GBP
53,084.97 -1,738.16 (-3.17%)
Personal Portfolio Balanced 3 Acc GBP (0P0001PQ0Q.L)
LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
Add to watchlist
At close: 09:00PM BST
Overall portfolio composition (%)
Cash0.84%
Stocks40.19%
Bonds40.47%
Others18.42%
Preferred0.00%
Convertible0.07%
Sector weightings (%)
Sector(s)0P0001PQ0Q.L
Basic materials6.10%
Consumer cyclical9.66%
Financial services20.76%
Property2.01%
Consumer defensive10.39%
Healthcare11.97%
Utilities2.80%
Communication services5.96%
Energy7.88%
Industrials10.73%
Technology11.73%
Equity holdings
Average0P0001PQ0Q.LCategory average
Price/Earnings0.07N/A
Price/book0.53N/A
Price/sales0.67N/A
Price/Cash flow0.1N/A
Median market cap48,793.14N/A
3-year earnings growth20.56N/A
Bond holdings
Average0P0001PQ0Q.LCategory average
Maturity9.09N/A
Duration3.58N/A
Credit qualityN/AN/A
Bond ratings
Sector(s)0P0001PQ0Q.L
US government24.30%
AAA11.50%
AA40.28%
A14.15%
BBB16.62%
BB8.47%
B6.50%
Below B2.47%
Others0.01%
Top 3 holdings (11.13% of total assets)
Get quotes for top holdings| Name | Symbol | % assets |
|---|---|---|
| Xtrackers MSCI EM ESG ETF 1C | XZEM.L | 6.14% |
| Amundi IS MSCI JpnClmtNZAmbtCTBETF£D | CJ1P | 2.94% |
| iShares MSCI EM ESG Enhanced ETF USD Inc | EEDM.L | 2.05% |
© 2024 Yahoo. All rights reserved.