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Personal Portfolio Balanced 3 Acc GBP (0P0001PQ0Q.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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112.38+0.01 (+0.01%)
At close: 09:00PM BST

Overall portfolio composition (%)

Cash3.53%
Stocks55.96%
Bonds39.53%
Others0.90%
Preferred0.00%
Convertible0.07%

Sector weightings (%)

Sector(s)
0P0001PQ0Q.L
Basic materials
4.89%
Consumer cyclical
9.94%
Financial services
18.34%
Property
2.11%
Consumer defensive
8.84%
Healthcare
12.41%
Utilities
2.56%
Communication services
7.17%
Energy
6.31%
Industrials
10.02%
Technology
17.42%

Equity holdings

Average0P0001PQ0Q.LCategory average
Price/Earnings0.05N/A
Price/book0.43N/A
Price/sales0.57N/A
Price/Cash flow0.09N/A
Median market cap77,865.07N/A
3-year earnings growth20.51N/A

Bond holdings

Average0P0001PQ0Q.LCategory average
Maturity9.14N/A
Duration3.57N/A
Credit qualityN/AN/A

Bond ratings

Sector(s)0P0001PQ0Q.L
US government23.75%
AAA11.50%
AA40.49%
A14.18%
BBB16.83%
BB8.22%
B6.45%
Below B2.32%
Others0.01%

Top 2 holdings (8.16% of total assets)

Get quotes for top holdings
NameSymbol% assets
Xtrackers MSCI EM ESG ETF 1CXZEM.L5.17%
Amundi IS MSCI JpnClmtNZAmbtCTBETF£DCJ1P2.99%