Mediolanum Ch Germany Equity L A
Ticker
IE0004457085.IR
ISIN
IE0004457085
Price
-
Change Today
-
Price 1 year ago
-
Morningstar
2
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
1 year
History
NoneCompany information
Summary
The investment objective of CHALLENGE Germany Equity Fund is long term capital appreciation through investment in a diversified portfolio of leading German stocks listed or traded on Recognised Exchanges. The performance of the Sub-Fund’s portfolio of investments will be measured against the MSCI (Morgan Stanley Capital International) Germany Index. The Sub-Fund will be managed to perform closely in line with that Index.
Market
US
Category
Germany Equity
Expense Ratio
2.60%
Fund family
-
Morningstar
2
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Consumer cyclical | 16.92% |
| Industrials | 16.69% |
| Healthcare | 14.05% |
| Basic materials | 13.75% |
| Financial services | 12.88% |
| Technology | 11.89% |
| Communication services | 6.38% |
| Consumer defensive | 3.82% |
| Realestate | 3.05% |
| Utilities | 0.54% |
| Energy | 0.00% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| ALIZF.DE | Allianz SE | 8.82% |
| DDAIF.DE | Daimler AG | 8.51% |
| SAPGF.DE | SAP SE | 7.17% |
| BAYZF.DE | Bayer AG | 6.55% |
| DTEGF.DE | Deutsche Telekom AG | 6.0% |
| Dax Index | 5.01% | |
| DPSTF.DE | Deutsche Post AG | 4.27% |
| KPLUF.DE | K+S AG | 2.94% |
| FMCQF.DE | Fresenius Medical Care AG & Co. KGaA | 2.57% |
| BDRFF | Beiersdorf AG | 2.55% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| 2857.T | iShares Germany Government Bond JPY Hedged ETF | IE00BDRK7T1 | 4 | ||||
| AVDE | Avantis International Equity ETF | US025072299 | PCX | 0.23% | 4 | +3.88 | -- |
| AVEM | Avantis Emerging Markets Equity ETF | US025072802 | PCX | 0.33% | 4 | -3.84 | -- |
| AVUS | Avantis U.S. Equity ETF | US025072281 | PCX | 0.15% | 4 | +5.95 | -- |
| DBEF | Xtrackers MSCI EAFE Hedged Equity ETF | US233051200 | PCX | 0.35% | 5 | +7.98 | |
| DFUS | Dimensional U.S. Equity ETF | US25434V401 | PCX | 0.11% | 4 | +0.26 | |
| DXJ | WisdomTree Japan Hedged Equity Fund | US97717W851 | PCX | 0.48% | 4 | +14.15 | |
| GSIE | Goldman Sachs ActiveBeta International Equity ETF | IE00BJ5CMD0 | PCX | 0.25% | 4 | +1.40 | |
| HDEF | Xtrackers MSCI EAFE High Dividend Yield Equity ETF | US233051630 | PCX | 0.20% | 4 | +7.07 | |
| NUDM | Nuveen ESG International Developed Markets Equity ETF | US67092P805 | BTS | 0.30% | 4 | +3.69 | |
| PEY | Invesco High Yield Equity Dividend Achievers ETF | US46137V563 | NGM | 0.52% | 4 | +10.20 | |
| SCHD | Schwab U.S. Dividend Equity ETF | US8085247976 | PCX | 0.06% | 5 | +7.37 | |
| SCHF | Schwab International Equity ETF | US808524805 | PCX | 0.06% | 4 | +2.88 |
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.