SimCorp Investor Day Presentation Deck
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©2018
SimCorp Coric
Dashboard
YOUR RELATIONSHIP MANGER
Performance
CUSTOM CLIENT DASHBOARD
Net investment
ALL ACCOUNTS
£87,587,469
ACCOUNT VALUATION
4 week health
Reporting Documents
£80,000,000
1
TOP HOLDINGS
2
3
4
5
David Walker
E: david [email protected]
P: +44 20 7260 1900
M: +44 7755 123 123
Investments
7
Summary
1.6% week on week investment data from banking platform
Vodafone Group
United Kingdom Telecoms
Cisco Systems
United States Technology
Nokia
Finland Technology
ConocoPhilips
United States Of & Ga
VS
Fujitsu
Japan | Technology
6 Yamaha Motor
Japan | Automobiles
ACCOUNT A
£30,830,020
Sanofi-aventis
Messages
France Pharmaceuticals
Transactions
income recognised
£5,680,167
3.7%
3.4%
3,2%
3.0%
2.8%
2.8%
2.7%
8
Admin
ACTIVITY SUMMARY
ACCOUNT B
£14,865,018
Add tab.
£87.6M
Total assets
Time Warner Cable
United Kingdom Media
9 Deutsche Post
Germany Industrial Goods
10 Royal Dutch Shell
United Kingdom Oil & Gas
11 Applied Materials
12 ENI
United States Technology
italy 10 & Gas
14 Intel
13 China Mobile
China Telecoms
United States Technology
4M
PERFORMANCE VS BENCHMARK
3M
ACCOUNT C
£42,146,396
2M
134.6K
Change in assets
YTD
WI
2.6%
2.6%
2.4%
2.4%
2.4%
2.3%
2.2%
Market summary
Vodafone Group (ADR)
NASDAQ VOD
Metric
Open
High
LOW
Mit cap
P/E ratio
Div yield
Prev close
52wk high
ACCOUNT D
£12,035,018
52wk low
High
Volatility
Data
29.86
30.20
29.83
5.88%
29.74
32.75
25.78
95.3%
Performance
all time
Company
HOLDINGS PERFORMANCE
Sector
POPULAR ARTICLES
US wholesale prices creep up just 0.1% in April
Argentina looks to be headed for another economic...
1 hour ago
China says its trade surplus with the US expanded...
4 hours ago
Blackberry Group
Geography
Housing confidence hits record high as house...
Shours ago
British American Tobacco
Asset class
Whitbread
Marks & Spencer
Barram Developments
dominic [email protected]
Persimmon
Weakest
0
Week Manth
Strongest
Year
Vodafone Group
All time
Cisco Systems
Nokia
ConocoPhilips
Fujitsu
Sanofi-aventis
Time Warner Cable
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