Ardevora Global Equity Fund D GBP Inc
Ticker
0P00012BAC.L
ISIN
IE00B4XSRG3
Price
-
Change Today
-
Price 1 year ago
-
Morningstar
4
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
1 year
History
NoneCompany information
Summary
The Fund's investment objective is to achieve long-term capital appreciation.To achieve this, the Ardevora Global Equity Fund is actively managed and will primarily invest in and gain exposure to equity or equity-related securities (such as ordinary and preference shares, global depository receipts and American depository receipts) listed or traded on Regulated Markets.
Market
GB
Category
Global Flex-Cap Equity
Expense Ratio
1.10%
Fund family
-
Morningstar
4
Yield
-
Exchange
LSE
| Sector | Weight |
|---|---|
| Industrials | 11.84% |
| Technology | 11.76% |
| Healthcare | 9.43% |
| Financial services | 8.81% |
| Consumer cyclical | 8.41% |
| Basic materials | 6.29% |
| Consumer defensive | 5.34% |
| Utilities | 3.74% |
| Energy | 2.57% |
| Communication services | 2.24% |
| Realestate | 0.00% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| Lenovo Group LtdCFD | 1.0% | |
| 00669.HK | Techtronic Industries Co Ltd | 0.95% |
| XRO.NZ | Xero Ltd | 0.94% |
| Wal - Mart de Mexico SAB de CVCFD | 0.93% | |
| BID.JO | Bid Corp Ltd | 0.91% |
| Clicks Group LtdCFD | 0.9% | |
| 005930.KS | Samsung Electronics Co Ltd | 0.9% |
| 000270.KS | Kia Corp | 0.88% |
| B3 SA - Brasil Bolsa BalcaoCFD | 0.87% | |
| Ingredion IncCFD | 0.85% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| 0P00012BAC.L | Ardevora Global Equity Fund D GBP Inc | IE00B4XSRG3 | LSE | 1.10% | 4 | ||
| AGGG.L | iShares Core Global Aggregate Bond UCITS ETF | IE00B3F8140 | LSE | 0.10% | 4 | ||
| FTGC | First Trust Global Tactical Commodity Strategy Fund | US33739H101 | NGM | 0.95% | 4 | +4.24 | |
| IOO | iShares Global 100 ETF | DE000A0F5UH1 | PCX | 0.40% | 5 | -0.85 | |
| IXC | iShares Global Energy ETF | US4642873412 | PCX | 0.40% | 5 | +38.88 | |
| IXJ | iShares Global Healthcare ETF | US4642873255 | PCX | 0.40% | 4 | +4.96 | |
| IXN | iShares Global Tech ETF | US4642872919 | PCX | 0.40% | 4 | -3.70 | |
| LIT | Global X Lithium & Battery Tech ETF | US37954Y855 | PCX | 0.75% | 4 | +3.12 | |
| PAVE | Global X U.S. Infrastructure Development ETF | IE00BLCHJ53 | BTS | 0.47% | 5 | +23.28 | |
| PICK | iShares MSCI Global Metals & Mining Producers ETF | US46434G8481 | BTS | 0.39% | 5 | +31.51 | |
| SAGG.L | iShares Core Global Aggregate Bond UCITS ETF | IE00BDBRDM3 | LSE | 0.10% | 4 |
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.