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built · 2026-04-21 22:17·rebalance · quarterly·next run · 2026-07-21
backtest · S&P 500 (SPX)·range
CAGR—
Annual vol—
Sharpe—
Sortino—
Max drawdown—
Best year—
Worst year—
risk-free raterf = 4.50%
vs S&P 500 (SPX) · 1M—
vs S&P 500 (SPX) · 1Y—
vs S&P 500 (SPX) · 2Y—
vs S&P 500 (SPX) · 3Y—
vs S&P 500 (SPX) · 5Y—
vs S&P 500 (SPX) · 10Y—
no backtest data
sharpe ratio
| ticker | weight | YTD | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| SMT.L | 35.0% | — | — | — | — | — |
| MNKS.L | 25.0% | — | — | — | — | — |
| ATT.L | 20.0% | — | — | — | — | — |
| TMPL.L | 15.0% | — | — | — | — | — |
| SMT.L | 5.0% | — | — | — | — | — |
| weighted | 100% | — | — | — | — | — |
attribution factsheet
holdings · 5
click a row to drill in ↗NameAllocationRationale
SMT.LScottish Mortgage Investment TrustInvestment Trust35.00%Market cap £15.28bn with P/E of 4.60, largest holding providing portfolio anchor and attractive valuation.MNKS.LMonks Investment TrustInvestment Trust25.00%Market cap £2.47bn with P/E of 5.53, growth-oriented investment trust complementing the portfolio.ATT.LAshtead Technology HoldingsInvestment Trust20.00%Market cap £2.11bn with P/E of 5.58, mid-sized holding contributing to diversification.TMPL.LTemple Bar Investment TrustInvestment Trust15.00%Market cap £1.18bn with P/E of 4.09, smallest holding offering deep value characteristics.SMT.LScottish Mortgage Investment TrustInvestment Trust5.00%Additional allocation to largest and most liquid holding to meet minimum holdings requirement.
weighting · fixed
rebalance · quarterly
