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MoneyShe

PortfoliosSCM Ethical (ESG) Portfolio

Overall asset allocation

Fixed income by credit rating
  • 0, 0.0%
  • AAA, 9.7%
  • AA, 5.6%
  • A, 45.9%
  • BBB, 37.7%
  • BB, 0.2%
  • B, 0.0%
Equities by region
North America14.2%
Japan12.5%
Asia emrg11.7%
Europe dev10.0%
Asia dev7.6%
Africa / Middle East3.8%
Latin America2.8%
Europe emrg0.6%
00.0%
Australasia0.0%
Bond Component
No. Holdings Yield to Maturity Maturity Duration S&P Rating
941
5.52% 6.98 4.70 A-
No. Holdings 941
Yield to Maturity 5.52%
Maturity 6.98
Duration 4.70
S&P Rating A-
Equity Component
No. Holdings Dividend Yield P/B P/E EPS
2490 3.48% 1.83 14.24 10.72%
No. Holdings 2490
Dividend Yield 3.48%
P/B 1.83
P/E 14.24
EPS 10.72%

For full underlying holdings, please download the excel document here