P-Solve Inflation Plus A Inc
Ticker
IE0033974191.IR
ISIN
IE0033974191
Price
-
Change Today
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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 the Fund is to provide a significant total return, by way of income and capital growth, in excess of inflation. The Fund will also aim to reduce the risk of underperforming UK index linked gilt securities in the medium term. With UK inflation as the Fund benchmark, the Investment Manager aims to generate a return that consistently outpaces inflation in order to preserve the purchasing power of the wealth of investors. The manager aims to add value in excess of inflation in a stable way. The strategy is implemented through the combined use of active and passive management accessed predominately via collective investment vehicles including exchange traded funds.
Market
US
Category
-
Expense Ratio
1.72%
Fund family
-
Morningstar
-
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Technology | 18.98% |
| Financial services | 16.96% |
| Consumer defensive | 12.82% |
| Healthcare | 12.03% |
| Consumer cyclical | 11.90% |
| Industrials | 10.99% |
| Energy | 4.26% |
| Basic materials | 4.15% |
| Communication services | 2.89% |
| Utilities | 2.53% |
| Realestate | 2.50% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| XDPG.IR | X S&P 500 ETF 2C - GBP Hedged | 12.44% |
| Nomura Fds US High Yield Bond I GBP H | 9.08% | |
| ILF GBP Liquidity 3 | 8.22% | |
| BlackRock ICS Sterling Liq Heritage Inc | 7.14% | |
| IFFF.IR | iShares MSCI AC Far East exJpn ETF $ Dis | 5.59% |
| MS INVF Global Brands Z | 4.35% | |
| MW Liquid Alpha UCITS B GBP | 3.83% | |
| United Kingdom of Great Britain and Northern Ireland 1.5% | 3.74% | |
| United Kingdom of Great Britain and Northern Ireland 4.5% | 3.6% | |
| Fundsmith Equity I Acc | 3.53% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| CI3.PA | Amundi ETF Euro Inflation UCITS ETF DR | FR0010754127 | PAR | 0.16% | 4 | -0.07 | |
| FCPI | Fidelity Stocks for Inflation ETF | US316092386 | BTS | 0.29% | 4 | +7.41 | -- |
| GILI.L | Lyxor Core UK Government Inflation-Linked Bond (DR) UCITS ETF | LU165049128 | LSE | 0.07% | 4 | ||
| GILI.PA | Lyxor Core UK Government Inflation-Linked Bond (DR) UCITS ETF | LU1407893301 | PAR | 0.07% | 4 | -0.47 | |
| GIST.L | Lyxor Core Global Inflation-Linked 1-10Y Bond (DR) UCITS ETF Distribution Dis | LU191093984 | LSE | 0.20% | 4 | +5.32 | -- |
| LQDI | iShares Inflation Hedged Corporate Bond ETF | US46431W5803 | BTS | 0.18% | 5 | +6.96 | -- |
| MTI.PA | Lyxor Core Euro Government Inflation-Linked Bond (DR) UCITS ETF | LU1650491282 | PAR | 0.20% | 4 | -0.11 | |
| MTIX.L | Lyxor Core Euro Government Inflation-Linked Bond (DR) UCITS ETF | LU165049128 | LSE | 0.20% | 4 | ||
| UBIF.L | UBS (Lux) Fund Solutions – Bloomberg Euro Inflation Linked 1-10 UCITS ETF | LU164538036 | LSE | 0.20% | 4 | ||
| VTIP | Vanguard Short-Term Inflation-Protected Securities Index Fund | US922020805 | NGM | 0.04% | 5 | -0.38 |
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.