Portfolio: Model 30

Friday 23 May

Net exposure ratio 50% net long
Gross exposure ratio 160%
Maximum weighting on short positions in stocks 10% of fund's value
Maximum weighting on long positions in stocks 20% of fund's value
Index exposure 15%

 

 
    Short term Medium term   Action
EPIC Name Sector Forecast Rating Forecast Rating Price  
AAL Anglo American Mining up * * * * down * * * * 3463 Buy
AZN Astrazeneca Pharmaceuticals down * * * down * * * 2217 Neutral
AV. Aviva Life Assurance down * * * down * * * * 612.5 Neutral
BARC Barclays Banks up * * * * down * * * * 396.75 Buy
BA. BAE Systems Aerospace & Def. down * * * up * * * 450.5 Neutral
BG BG Group Oil & Gas up * up * * * 1327 Neutral
BLT BHP Billiton Mining down * * * down * * * * 2037 Neutral
BP. BP Oil & Gas up * up * * * 642.25 Neutral
BATS Br. American Tob. Tobacco up * * * * up * * * 1910 Buy
BLND British Land Real Estate down * * * down * * * 808.5 Neutral
BSY BSkyB Media down * * * down * * * * 531.5 Neutral
BT.A BT Group Telecoms down * * * down * * * 228.25 Stay short
CBRY Cadbury Schweppes Food Producers up * down * * * * 691 Neutral
CNE Cairn Energy Oil & Gas up * up * * * 3532 Neutral
CPI Capita Support Services down * * * down * * * 668 Neutral
CNA   Centrica Gas, Water & Multiutilities down * * * down * * * 288.25 Neutral
CPG Compass Group Travel & Leisure down * down * * * * 360.5 Neutral
DGE Diageo Beverages up * * * up * * * 979.5 Stay long
UKX FTSE 100 Index down * * * down * * * * 6151 Stay short
GSK Glaxosmithkline Pharmaceuticals up * * * down * * * 1133.5 Stay long
HBOS HBOS Banks down * down * * * * 441 Neutral
HSBA HSBC Holdings Banks down * down * * * * 856.75 Neutral
IPR International Power Electricity up * * * * down * * * * 448 Buy
EMG Man Group General Financial down * * * down * * * * 574.5 Neutral
JMAT Johnson Matthey Chemicals up * * * up * * * 1897 Stay long
KGF Kingfisher General Retailers down * down * * * * 137.8 Neutral
LAD Ladbrokes Travel & Leisure down * * * down * * * * 306 Neutral
MKS Marks & Spencer General Retailers down * * * * down * * * 393 Sell
NG National Grid Gas, Water & Multiutilities up * * * up * * * 730 Neutral
PSN Persimmon Household Goods down * * * down * * * 531 Neutral
RB Reckitt Benckiser Household Goods down * * * up * * * 2935 Neutral
SAB Sabmiller Beverages down * * * * down * * * * 1225 Sell
SGE Sage Software & Computer down * * * down * * * 220.25 Stay short
SVT Severn Trent Water down * * up * * * 1410 Neutral
SN. Smith & Nephew Healthcare down * up * * * 550 Neutral
STAN Standard Chartered Banks down * * * down * * * * 1796 Neutral
TSCO Tesco Food & Drug Retailers down * up * * * 418.5 Neutral