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S&W Saltus Wealth Fund I Income Shares (0P00015JOM.L)
LSE - LSE Delayed Price. Currency in GBp (0.01 GBP)
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At close: 09:00PM BST
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Overall Portfolio Composition (%)
Cash4.05%
Stocks41.63%
Bonds27.78%
Others25.07%
Preferred0.18%
Convertable1.29%
Sector Weightings (%)
Sector(s)0P00015JOM.L
Basic Materials2.61%
Consumer Cyclical4.60%
Financial Services5.91%
Real Estate0.81%
Consumer Defensive3.95%
Healthcare4.00%
Utilities0.73%
Communication Services2.68%
Energy1.53%
Industrials4.98%
Technology7.48%
Equity Holdings
Average0P00015JOM.LCategory Average
Price/Earnings0.06N/A
Price/Book0.43N/A
Price/Sales0.71N/A
Price/Cashflow0.09N/A
Median Market Cap25,432.56N/A
3 Year Earnings Growth12.53N/A
Bond Holdings
Average0P00015JOM.LCategory Average
Maturity91.25N/A
Duration2.58N/A
Credit QualityN/AN/A
Bond Ratings
Sector(s)0P00015JOM.L
US Government22.63%
AAAN/A
AAN/A
AN/A
BBBN/A
BBN/A
BN/A
Below BN/A
OthersN/A
Top 2 Holdings (9.64% of Total Assets)
Get Quotes for Top Holdings| Name | Symbol | % Assets |
|---|---|---|
| IGUS | IGUS | 4.41% |
| U71H | U71H | 5.23% |
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