Mediolanum Ch Counter Cyclical Eq L A
Ticker
IE0004479642.IR
ISIN
IE0004479642
Price
-
Change Today
-
Price 1 year ago
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Morningstar
-
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
1 year
History
NoneCompany information
Summary
The investment objective of Challenge Health Care Equity Fund is long term capital appreciation through investment on a global basis in a diversified portfolio of leading healthcare or sector related 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) Global Health Care Index. The Sub-Fund will be managed to perform closely in line with that Index.
Market
US
Category
Sector Equity Healthcare
Expense Ratio
2.32%
Fund family
-
Morningstar
-
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Healthcare | 44.43% |
| Consumer defensive | 31.87% |
| Communication services | 10.92% |
| Utilities | 9.83% |
| Consumer cyclical | 1.99% |
| Technology | 0.58% |
| Industrials | 0.19% |
| Financial services | 0.12% |
| Basic materials | 0.03% |
| Energy | 0.03% |
| Realestate | 0.01% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| JNJ | Johnson & Johnson | 2.63% |
| NSRGF | Nestle SA | 2.2% |
| Nikkei 225 Fut | 2.02% | |
| PG | Procter & Gamble Co | 1.98% |
| Consumer Discret Sel Sect SPDR® ETF | 1.97% | |
| T | AT&T Inc | 1.95% |
| PFE | Pfizer Inc | 1.85% |
| NVSEF | Novartis AG | 1.83% |
| RHHVF | Roche Holding AG Dividend Right Cert. | 1.79% |
| VZ | Verizon Communications Inc | 1.74% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| IE0002141913.IR | Janus Global Life Sciences I USD | IE0002141913 | YHD | 1.69% | 5 | -3.38 | +0.96 |
| IE00B3WMTH43.IR | IE00B3WMTH43 | ISE | 5 | +7.01 | +1.04 | ||
| IE00BFRSYJ83.IR | Janus Global Life Sciences U USD Acc | IE00BFRSYJ83 | YHD | 0.99% | 5 | -2.75 | +0.96 |
| IE00BFTCNQ83.IR | Janus Global Life Sciences V USD Acc | IE00BFTCNQ83 | YHD | 5 | -2.68 | +0.96 | |
| IE00BRJG6X20.IR | Janus Global Life Sciences I EUR Acc | IE00BRJG6X20 | YHD | 1.74% | 5 | ||
| IE00BRJG6Y37.IR | Janus Global Life Sciences U USD Inc | IE00BRJG6Y37 | YHD | 0.99% | 5 | -2.68 | +0.96 |
| IUHC.L | iShares V PLC - iShares S&P 500 Health Care Sector UCITS ETF USD (Acc) | IE00B43HR37 | LSE | 0.18% | 5 | +1.36 | |
| IUHC.SW | iSh S&P500 HealthCare USD Acc | IE00B43HR379 | EBS | 0.15% | 5 | ||
| SXLV.L | SPDR S&P U.S. Health Care Select Sector UCITS ETF | IE00BWBXM61 | LSE | 0.15% | 5 | ||
| SXLV.SW | SPDR S&P US Health ETF | IE00BWBXM617 | EBS | 0.15% | 5 | ||
| WHCS.AS | iShares MSCI World Health Care Sector UCITS ETF USD Inc | IE00BJ5JNZ06 | AMS | 1.00% | 5 | +1.74 | -- |
| WHCS.SW | iSh World Health Care Sector | IE00BJ5JNZ06 | EBS | 1.00% | 5 | -- | -- |
| XDWH.L | Xtrackers MSCI World Health Care UCITS ETF | IE00BM67HK7 | LSE | 0.25% | 5 | ||
| XLVS.L | Invesco Health Care S&P US Select Sector UCITS ETF | IE00B3WMTH4 | LSE | 0.14% | 5 | +1.36 | |
| XLVS.SW | Invesco HlthCare S&P US Sector | IE00B3WMTH43 | EBS | 0.14% | 5 | ||
| XUHC.L | Xtrackers MSCI USA Health Care UCITS ETF | IE00BCHWNW5 | LSE | 0.12% | 5 | +1.17 |
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.