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PortfoliosEURO Portfolios

Overall asset allocation

Fixed income by credit rating
Equities by region
Fixed income by region (by issuer) Fixed income by region (by issuer)
Last 3 years annualised volatility
SCM Long-Term Return 14.5%
UK Corp Bonds (iBoxx Large Cap TRI Index)9.8%
UK Gilts (Bloomberg UK Govt All>1 Yr)10.4%
UK Equities (MSCI UK)10.4%
Japan (MSCI Japan)12.3%
UK Index-Linked Gilts (Barclays UK Infl Linked)12.8%
Europe Excl UK (MSCI Eur. Ex UK)12.8%
US Equities (MSCI USA)15.5%
Em Markets (MSCI EM)17.1%
Asia Pacific Ex. Japan (MSCI Asia Ex Jap)19.2%
Bond Component
No. Holdings Yield to Maturity Maturity Duration S&P Rating
6,926 Corp.
526
6.13% 9.15 6.42 A-
No. Holdings 6,926 Corp.
526
Yield to Maturity 6.13%
Maturity 9.15
Duration 6.42
S&P Rating A-
Equity Component
No. Holdings Dividend Yield P/B P/E EPS
6,299 3.36% 1.41 11.19 10.02%
No. Holdings 6,299
Dividend Yield 3.36%
P/B 1.41
P/E 11.19
EPS 10.02%