Mediolanum Ch International Equity S A
Ticker
IE0030608636.IR
ISIN
IE0030608636
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 Country Mix Fund is long-term capital appreciation through investment on a global basis in a diversified portfolio of equity securities listed or traded on Recognised Exchanges. The performance of the Sub-Fund´s portfolio of investments will be measured against a composite index comprised of fixed weightings of two or more equity country indices among the S&P 500 Index (a market capitalisation weighted index of 500 large-cap USlisted companies), MSCI France Index (a market capitalisation weighted index of the leading French companies), MSCI United Kingdom Index (a market capitalisation weighted index of the leading UK companies), MSCI Germany Index (a market capitalisation weighted index of the leading German companies), MSCI Italy Index (a market capitalisation weighted index of the leading Italian companies) and MSCI Japan Index (a market capitalisation weighted index of the leading Japanese companies).
Market
US
Category
Global Large-Cap Blend Equity
Expense Ratio
3.16%
Fund family
-
Morningstar
2
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Financial services | 17.68% |
| Healthcare | 14.40% |
| Consumer cyclical | 13.41% |
| Technology | 12.93% |
| Industrials | 10.38% |
| Consumer defensive | 10.23% |
| Energy | 5.87% |
| Communication services | 4.79% |
| Basic materials | 4.35% |
| Utilities | 3.00% |
| Realestate | 2.96% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| Nikkei 225 Fut | 2.08% | |
| Consumer Discret Sel Sect SPDR® ETF | 2.04% | |
| AAPL | Apple Inc | 1.7% |
| Msci Europe 31/12/2099 | 1.7% | |
| Nasdaq 100 E-Mini Index | 1.48% | |
| MSFT | Microsoft Corp | 1.19% |
| S&P 500 Index (Fut) | 1.07% | |
| Health Care Select Sector SPDR® ETF | 1.06% | |
| Stoxx Europe 600 Optimised Technology | 1.04% | |
| Ftse Mib Index | 0.99% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| AVDE | Avantis International Equity ETF | US025072299 | PCX | 0.23% | 4 | +3.88 | -- |
| BBIN | JPMorgan BetaBuilders International Equity ETF | US46641Q373 | BTS | 0.07% | 4 | +3.95 | -- |
| FNDF | Schwab Fundamental International Large Company Index ETF | US808524755 | PCX | 0.25% | 4 | +5.93 | |
| GSIE | Goldman Sachs ActiveBeta International Equity ETF | IE00BJ5CMD0 | PCX | 0.25% | 4 | +1.40 | |
| IAGG | iShares Core International Aggregate Bond ETF | US46435G6724 | BTS | 0.07% | 4 | -3.68 | |
| ICOW | Pacer Developed Markets International Cash Cows 100 ETF | US69374H873 | BTS | 0.65% | 4 | +5.87 | |
| IDEV | iShares Core MSCI International Developed Markets ETF | US46435G3267 | PCX | 0.04% | 4 | +3.06 | |
| IGRO | iShares International Dividend Growth ETF | US46435G524 | BTS | 0.15% | 4 | +0.08 | |
| IHDG | WisdomTree International Hedged Quality Dividend Growth Fund | US97717X594 | PCX | 0.58% | 5 | +5.19 | |
| LVHI | Franklin International Low Volatility High Dividend Index ETF | IE00BWTN6Y9 | BTS | 0.40% | 5 | +7.79 | |
| NUDM | Nuveen ESG International Developed Markets Equity ETF | US67092P805 | BTS | 0.30% | 4 | +3.69 | |
| PID | Invesco International Dividend Achievers ETF | US46137V548 | NGM | 0.53% | 4 | +5.26 | |
| SCHF | Schwab International Equity ETF | US808524805 | PCX | 0.06% | 4 | +2.88 | |
| VIGI | Vanguard International Dividend Appreciation Index Fund | US921946844 | NGM | 0.15% | 4 | -1.18 | |
| VYMI | Vanguard International High Dividend Yield Fund | IVCUSIP9219 | NGM | 0.22% | 4 | +3.65 |
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.