Sanlam Active UK Fund A Acc
Ticker
IE00B1RPZ542.IR
ISIN
IE00B1RPZ542
Price
GBp 29.55
Change Today
-0.29 / -0.974 %
Price 1 year ago
28.76 / 2.749 %
Morningstar
2
52 Week Low
28.73
52 Week High
29.84
200 Day Moving Average 29.23
29.23
50-day Moving Average
29.23
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|---|
| Sharpe Ratio | 1.13 |
| Sortino Ratio | 1.13 |
| Maximum Drawdown | -16.39% |
| Maximum Drawdown Date | 2025-04-09 |
| Calmar Ratio | -1.05 |
1 year
| Parameter | Value |
|---|---|
| Return | 5.74 |
| Volatility | 15.155% |
| Alpha | None |
| Beta | None |
| R Squared | None |
History
| Parameter | Value |
|---|---|
| Average Annual Return | 2.75% |
| Average Annual Volatility | 3.028% |
| Sharpe Ratio | 0.91 |
| Sortino Ratio | 0.05 |
| Maximum Drawdown | -1.0% |
| Maximum Drawdown Date | 2026-02-06 |
| Calmar Ratio | -27.04 |
Company information
Summary
The objective of the Fund is to target capital growth over the longer-term.
Market
IE
Category
UK Large-Cap Equity
Expense Ratio
0.96%
Fund family
-
Morningstar
2
Yield
-
Exchange
ISE
| Sector | Weight |
|---|---|
| Consumer cyclical | 23.20% |
| Financial services | 22.29% |
| Energy | 12.79% |
| Basic materials | 11.55% |
| Technology | 9.21% |
| Consumer defensive | 8.48% |
| Healthcare | 6.13% |
| Industrials | 3.74% |
| Communication services | 2.60% |
| Realestate | 0.00% |
| Utilities | 0.00% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| GSK.L | GlaxoSmithKline PLC | 5.74% |
| BP..L | BP PLC | 5.7% |
| HSBA.L | HSBC Holdings PLC | 5.21% |
| RDSA.L | Royal Dutch Shell PLC Class A | 5.0% |
| LLOY.L | Lloyds Banking Group PLC | 4.57% |
| RIO.L | Rio Tinto PLC | 4.47% |
| REL.L | RELX PLC | 4.43% |
| PRU.L | Prudential PLC | 4.19% |
| HWDN.L | Howden Joinery Group PLC | 3.57% |
| WTB.L | Whitbread PLC | 3.49% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| GSIE | Goldman Sachs ActiveBeta International Equity ETF | IE00BJ5CMD0 | PCX | 0.25% | 4 | +1.40 | |
| GSJY | Goldman Sachs ActiveBeta Japan Equity ETF | DE000SL0DHY | PCX | 0.25% | 4 | -1.45 | |
| GSSC | Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF | IE00BJ5CNR1 | PCX | 0.20% | 4 | +7.75 | |
| PSR | Invesco Active U.S. Real Estate Fund | US46090A101 | PCX | 0.35% | 4 | -1.18 | |
| SMMU | PIMCO Short Term Municipal Bond Active Exchange-Traded Fund | US72201R874 | PCX | 0.35% | 4 | -0.96 |
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.