BMO Sustainable Opportunities Global Equity Fund C Acc
Ticker
0P00017208.L
ISIN
GB00B5ZNJ89
Price
GBp 150.80
Change Today
+0.70 / 0.466 %
Price 1 year ago
118.70 / 27.044 %
Morningstar
4
52 Week Low
119.00
52 Week High
151.30
200 Day Moving Average 142.45
142.45
50-day Moving Average
147.53
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|---|
| Sharpe Ratio | 2.05 |
| Sortino Ratio | 2.97 |
| Maximum Drawdown | -6.57% |
| Maximum Drawdown Date | 2024-08-06 |
| Calmar Ratio | -3.57 |
1 year
| Parameter | Value |
|---|---|
| Return | 8.80 |
| Volatility | 11.757% |
| Alpha | None |
| Beta | None |
| R Squared | None |
History
| Parameter | Value |
|---|---|
| Average Annual Return | 13.355% |
| Average Annual Volatility | 15.805% |
| Sharpe Ratio | 0.84 |
| Sortino Ratio | 0.96 |
| Maximum Drawdown | -25.0% |
| Maximum Drawdown Date | 2022-06-17 |
| Calmar Ratio | -0.54 |
Company information
Summary
The Fund aims to achieve medium to long-term capital growth, with some income. The Fund invests primarily in equities (ordinary shares) of companies which may be listed, quoted or traded anywhere in the world. The Fund generally invests in large companies and on the world’s main markets but may, at the investment manager’s discretion, also invest in smaller or medium sized companies and on smaller markets.
Market
GB
Category
Sector Equity Precious Metals
Expense Ratio
-
Fund family
-
Morningstar
4
Yield
0.001
Exchange
LSE
| Sector | Weight |
|---|---|
| Technology | 22.89% |
| Healthcare | 21.49% |
| Financial services | 16.54% |
| Industrials | 15.78% |
| Basic materials | 7.39% |
| Realestate | 4.91% |
| Consumer cyclical | 4.65% |
| Consumer defensive | 2.51% |
| Utilities | 1.61% |
| Communication services | 0.00% |
| Energy | 0.00% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| LIN.L | Linde PLC | 3.31% |
| TMO | Thermo Fisher Scientific Inc | 3.31% |
| MA | Mastercard Inc Class A | 3.19% |
| ILMN | Illumina Inc | 3.12% |
| XYL | Xylem Inc | 3.05% |
| MSI | Motorola Solutions Inc | 3.03% |
| PYPL | PayPal Holdings Inc | 2.76% |
| HDB.BO | HDFC Bank Ltd ADR | 2.75% |
| MTD | Mettler-Toledo International Inc | 2.74% |
| KRZ.IR | Kerry Group PLC Class A | 2.73% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| 0P00017208.L | BMO Sustainable Opportunities Global Equity Fund C Acc | GB00B5ZNJ89 | LSE | 4 | |||
| IQEC.PA | IndexIQ Factors Sustainable Corporate Euro Bond | LU160379073 | PAR | 0.35% | 4 | ||
| MDBU.L | UBS(Lux)Fund Solutions – Sustainable Development Bank Bonds UCITS ETF(USD)A-dis | LU185221296 | LSE | 0.18% | 4 | -1.02 | -- |
| MOAT.L | VanEck Morningstar US Sustainable Wide Moat UCITS ETF | IE00BQQP9H0 | LSE | 0.49% | 4 | +2.67 | |
| SDGA | Impact Shares Sustainable Development Goals Global Equity ETF | US45259A308 | PCX | 0.75% | 4 | -1.42 | -- |
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.