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UK markets closed
FTSE 100
8,146.86
-16.81
(-0.21%)
FTSE 250
20,120.36
-75.59
(-0.37%)
AIM
776.04
-4.39
(-0.56%)
GBP/EUR
1.1845
-0.0034
(-0.29%)
GBP/USD
1.2686
-0.0074
(-0.58%)
Bitcoin GBP
52,420.99
+109.48
(+0.21%)
Personal Portfolio Balanced 3 Acc GBP (0P0001PQ0Q.L)
LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
Add to watchlist
112.38
+0.01
(+0.01%)
At close: 09:00PM BST
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Overall portfolio composition (%)
Cash
3.53%
Stocks
55.96%
Bonds
39.53%
Others
0.90%
Preferred
0.00%
Convertible
0.07%
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
Average
0P0001PQ0Q.L
Category average
Price/Earnings
0.05
N/A
Price/book
0.43
N/A
Price/sales
0.57
N/A
Price/Cash flow
0.09
N/A
Median market cap
77,865.07
N/A
3-year earnings growth
20.51
N/A
Bond holdings
Average
0P0001PQ0Q.L
Category average
Maturity
9.14
N/A
Duration
3.57
N/A
Credit quality
N/A
N/A
Bond ratings
Sector(s)
0P0001PQ0Q.L
US government
23.75%
AAA
11.50%
AA
40.49%
A
14.18%
BBB
16.83%
BB
8.22%
B
6.45%
Below B
2.32%
Others
0.01%
Top 2 holdings (8.16% of total assets)
Get quotes for top holdings
Name
Symbol
% assets
Xtrackers MSCI EM ESG ETF 1C
XZEM.L
5.17%
Amundi IS MSCI JpnClmtNZAmbtCTBETF£D
CJ1P
2.99%
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