- AA, 56.8%
- A, 20.3%
- BBB, 15.0%
- BB, 0.1%
- B, 0.0%
- Below B, 0.0%
- Not Rated, 0.7%
- 0, 0.0%
United Kingdom | 43.4% |
North America | 12.6% |
Asia emrg | 11.8% |
Japan | 11.2% |
Asia dev | 8.0% |
Europe dev | 7.6% |
Latin America | 1.7% |
Europe emrg | 0.7% |
Australasia | 0.0% |
0 | 0.0% |
- Australasia, 1.8%
- Asia dev, 0.6%
- Asia emrg, 0.2%
- Europe dev, 13.1%
- Europe emrg, 0.0%
- Japan, 0.4%
- Latin America, 0.2%
- North America, 32.1%
- United Kingdom, 51.4%
- 0, 0.0%
SCM 50/50 Bond Reserve/Long-Term Return | 7.0% |
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% |
No. Holdings | Yield to Maturity | Maturity | Duration | S&P Rating |
1,534 Crp 157 Gov |
4.5% | 7.8 | 5.6 | A- |
No. Holdings |
1,534 Crp 157 Gov |
Yield to Maturity | 4.5% |
Maturity | 7.8 |
Duration | 5.6 |
S&P Rating | A- |
No. Holdings | Dividend Yield | P/B | P/E | EPS |
5,521 | 3.2% | 1.8 | 14.3 | 10.8% |
No. Holdings | 5,521 |
Dividend Yield | 3.2% |
P/B | 1.8 |
P/E | 14.3 |
EPS | 10.8% |