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MoneyShe

PortfoliosSCM Direct/MoneyShe Equity Portfolio

Overall asset allocation

Equities by region
United Kingdom37.8%
North America14.1%
Asia emrg13.3%
Japan12.4%
Asia dev8.7%
Europe dev8.4%
Africa / Middle East2.7%
Latin America1.9%
Europe emrg0.7%
Australasia0.0%
3 years volatility
SCM Equity Portfolio 9.81%
UK Corp Bonds (iBoxx Large Cap TRI Index)9.8%
00.0%
UK Equities (MSCI UK)10.4%
US Equities (MSCI USA)15.5%
UK Index-Linked Gilts (Barclays UK Infl Linked)12.8%
Europe Excl UK (MSCI Eur. Ex UK)12.8%
Asia Pacific Ex. Japan (MSCI Asia Ex Jap)19.2%
Em Markets (MSCI EM)17.1%
Japan (MSCI Japan)12.3%
Equity Component
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%