Vanguard ESG Developed World All Cap Equity Index Fund GBP Acc
Ticker
0P0000UGLG.L
ISIN
IE00BFPM9S6
Price
GBp 526.36
Change Today
-4.88 / -0.918 %
Price 1 year ago
524.75 / 0.306 %
Morningstar
3
52 Week Low
518.57
52 Week High
531.23
200 Day Moving Average 524.18
524.18
50-day Moving Average
524.18
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|---|
| Sharpe Ratio | 0.78 |
| Sortino Ratio | 0.73 |
| Maximum Drawdown | -15.85% |
| Maximum Drawdown Date | 2025-04-08 |
| Calmar Ratio | -0.82 |
1 year
| Parameter | Value |
|---|---|
| Return | 3.78 |
| Volatility | 15.357% |
| Alpha | None |
| Beta | None |
| R Squared | None |
History
| Parameter | Value |
|---|---|
| Average Annual Return | 0.146% |
| Average Annual Volatility | 2.902% |
| Sharpe Ratio | 0.05 |
| Sortino Ratio | -0.32 |
| Maximum Drawdown | -1.0% |
| Maximum Drawdown Date | 2026-02-05 |
| Calmar Ratio | -2.94 |
Company information
Summary
The Fund seeks to provide long-term growth of capital by seeking to achieve the performance of a benchmark index that measures the performance of large and mid-sized common stocks of companies in developed countries as described in Primary Investment Strategies below.
Market
GB
Category
Global Large-Cap Blend Equity
Expense Ratio
-
Fund family
-
Morningstar
3
Yield
0.0137
Exchange
LSE
| Sector | Weight |
|---|---|
| Technology | 23.01% |
| Financial services | 16.72% |
| Healthcare | 16.13% |
| Consumer cyclical | 12.42% |
| Communication services | 8.26% |
| Industrials | 7.95% |
| Consumer defensive | 7.15% |
| Realestate | 4.39% |
| Basic materials | 3.47% |
| Utilities | 1.12% |
| Energy | 0.05% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| AAPL | Apple Inc | 3.93% |
| MSFT | Microsoft Corp | 3.73% |
| AMZN | Amazon.com Inc | 2.73% |
| FB | Facebook Inc Class A | 1.52% |
| GOOGL | Alphabet Inc Class A | 1.32% |
| GOOG | Alphabet Inc Class C | 1.32% |
| TSLA | Tesla Inc | 0.96% |
| NVDA | NVIDIA Corp | 0.88% |
| JPM | JPMorgan Chase & Co | 0.85% |
| V | Visa Inc Class A | 0.72% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| EFRN.L | iShares € Floating Rate Bond ESG UCITS ETF | IE00BF5GB71 | LSE | 0.10% | 5 | +0.05 | -- |
| ESGD | iShares ESG Aware MSCI EAFE ETF | US46435G5163 | NGM | 0.20% | 4 | +3.38 | |
| ESGL.L | Lyxor MSCI Europe ESG Leaders (DR) UCITS ETF - Acc | LU194019971 | LSE | 0.30% | 4 | -1.26 | -- |
| ESGU | iShares ESG Aware MSCI USA ETF | US46435G425 | NGM | 0.15% | 4 | -1.38 | |
| GPSA.L | iShares MSCI USA ESG Screened UCITS ETF | IE00BFNM3G4 | LSE | 0.07% | 4 | -- | -- |
| NUDM | Nuveen ESG International Developed Markets Equity ETF | US67092P805 | BTS | 0.30% | 4 | +3.69 | |
| NUEM | Nuveen ESG Emerging Markets Equity ETF | US67092P888 | BTS | 0.35% | 4 | -5.62 | |
| NULG | Nuveen ESG Large-Cap Growth ETF | US67092P201 | BTS | 0.25% | 5 | -0.90 | |
| NUSC | Nuveen ESG Small-Cap ETF | US67092P607 | BTS | 0.30% | 4 | +8.27 | |
| SAEM.L | iShares MSCI EM IMI ESG Screened UCITS ETF USD (Acc) | IE00BFNM3P3 | LSE | 0.18% | 4 | -- | -- |
| SAEU.L | iShares MSCI Europe ESG Screened UCITS ETF EUR (Acc) | IE00BFNM3D1 | LSE | 0.12% | 4 | -1.06 | -- |
| SASU.L | iShares MSCI USA ESG Screened UCITS ETF | IE00BFNM3G4 | LSE | 0.07% | 4 | -- | -- |
| SAUM.L | iShares MSCI EMU ESG Screened UCITS ETF EUR (Acc) | IE00BFNM3B9 | LSE | 0.12% | 4 | -0.11 | -- |
| SAWD.L | iShares MSCI World ESG Screened UCITS ETF USD (Acc) | IE00BFNM3J7 | LSE | 0.20% | 4 | -- | -- |
| SNPE | Xtrackers S&P 500 ESG ETF | US233051143 | PCX | 0.10% | 4 | +0.68 | -- |
| SUSA | iShares MSCI USA ESG Select ETF | US4642888022 | PCX | 0.25% | 4 | -1.31 | |
| SUSB | iShares ESG 1-5 Year USD Corporate Bond ETF | IE00BKKKWJ26 | NGM | 0.12% | 4 | -0.01 | |
| SUSU.L | iShares $ Corp Bond 0-3yr ESG UCITS ETF | LSE | 0.17% | 4 | -0.18 | -- | |
| XZMU.L | Xtrackers MSCI USA ESG UCITS ETF | IE00BFMNPS4 | LSE | 0.15% | 4 | -2.76 | -- |
Sustainability scores
Events
Indicators
Glossary
- Momentum
- A technical indicator that measures the rate of change in price movements over a specific period. It indicates the strength or weakness of a price trend.
Assessment: A positive momentum value generally indicates a good trend, while a negative value suggests a weak or downward trend. - Inertia
- In trading, inertia refers to the tendency of prices to continue moving in their current direction. It suggests that an asset's price will likely maintain its current trend.
Assessment: A higher inertia value is generally considered good, as it indicates a strong and sustained price trend. - Relative Strength Index (RSI)
- A momentum oscillator that measures the speed and change of price movements. It helps identify overbought or oversold conditions in an asset.
Assessment: An RSI value above 70 is typically considered overbought and may suggest a potential reversal or correction. Conversely, an RSI value below 30 is often considered oversold, indicating a possible upward price correction. - Fibonacci's Weighted Moving Average
- A technical indicator that assigns different weights to recent data points, giving more significance to recent prices. It helps smooth out price fluctuations and identify trend reversals.
Assessment: The interpretation of the Fibonacci's Weighted Moving Average value depends on its comparison to other moving averages or trendlines. A value above 50 may indicate an uptrend, while a value below 50 may suggest a downtrend. - Williams %R
- A momentum indicator that measures overbought or oversold conditions in an asset. It shows the relationship of the current closing price to the high-low range over a specified period.
Assessment: Williams %R values above -20 are typically considered overbought and may indicate a potential price reversal. Values below -80 are often viewed as oversold, suggesting a potential price bounce. - Relative Volatility Index (RVI)
- A technical indicator that measures the volatility of a security by comparing the magnitude of recent price movements to the magnitude of average price changes. It helps identify periods of high or low volatility.
Assessment: A higher RVI value suggests higher volatility, which can provide trading opportunities but also carries increased risk. - Commodity Channel Index (CCI)
- A versatile indicator that measures the current price level relative to an average price level over a given period. It helps identify overbought or oversold conditions and potential trend reversals.
Assessment: CCI values above 100 are often considered overbought, indicating a potential price correction or reversal. Values below -100 are typically viewed as oversold, suggesting a potential price rebound.