Old Mutual World Equity A EUR Hdg
Ticker
IE00B2899S33.IR
ISIN
IE00B2899S33
Price
-
Change Today
-
Price 1 year ago
-
Morningstar
-
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
1 year
History
NoneCompany information
Summary
The objective of the fund is to seek to achieve asset growth through investment in a well-diversified portfolio of securities of issuers worldwide. It is not proposed to concentrate investments in any one geographical region, industry or sector.
Market
US
Category
Other Equity
Expense Ratio
1.73%
Fund family
-
Morningstar
-
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Financial services | 16.36% |
| Healthcare | 15.85% |
| Technology | 15.83% |
| Consumer cyclical | 13.86% |
| Industrials | 12.44% |
| Consumer defensive | 10.68% |
| Basic materials | 7.77% |
| Energy | 3.71% |
| Communication services | 1.76% |
| Utilities | 1.22% |
| Realestate | 0.54% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| AAPL | Apple Inc | 2.27% |
| AMZN | Amazon.com Inc | 1.31% |
| GOOGL | Alphabet Inc A | 1.16% |
| PFE | Pfizer Inc | 1.11% |
| VZ | Verizon Communications Inc | 1.1% |
| GILD | Gilead Sciences Inc | 1.0% |
| INTC | Intel Corp | 0.99% |
| MO | Altria Group Inc | 0.9% |
| NONOF | Novo Nordisk A/S B | 0.88% |
| C | Citigroup Inc | 0.85% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| IE00B41L7861.IR | Old Mutual Global Em Mkts I USD Acc | IE00B41L7861 | YHD | 1.35% | 4 | -16.82 | +0.95 |
| IE00B50HXL72.IR | Old Mutual China Equity S GBP Acc | IE00B50HXL72 | YHD | 1.49% | 4 | ||
| IE00B51GXG87.IR | Old Mutual Global Em Mkts S GBP Acc | IE00B51GXG87 | YHD | 1.42% | 5 | ||
| IE00B5371547.IR | Old Mutual Global Em Mkts A GBP Acc | IE00B5371547 | YHD | 1.96% | 4 | ||
| IE00B53SVZ72.IR | Old Mutual Global Em Mkts A USD Acc | IE00B53SVZ72 | YHD | 2.01% | 4 | -16.82 | +0.95 |
| IE00B552HF97.IR | Old Mutual Global Emerging Markets Fund | IE00B552HF97 | YHD | 1.96% | 5 | ||
| IE00B7GBL351.IR | Old Mutual Global Em Mkts B USD Acc | IE00B7GBL351 | YHD | 3.56% | 4 | -16.82 | +0.95 |
| IE00B8Y1GV72.IR | Old Mutual Global Em Mkts R GBP Acc | IE00B8Y1GV72 | YHD | 1.37% | 5 | ||
| IE00BFWH3605.IR | Old Mutual Global Em Mkts U1 GBP Acc | IE00BFWH3605 | YHD | 1.00% | 5 | ||
| IE00BFWH3712.IR | Old Mutual Global Em Mkts U2 GBP Acc | IE00BFWH3712 | YHD | 0.91% | 4 | ||
| IE00BFWH3B58.IR | Old Mutual China Equity U1 GBP Acc | IE00BFWH3B58 | YHD | 1.16% | 4 | ||
| IE00BRTNPW52.IR | Old Mutual Eurp Ex UK Smlr Coms A £ Acc | IE00BRTNPW52 | YHD | 4 | |||
| IE00BYVJRB33.IR | Old Mutual Gold & Silver A GBP Acc | IE00BYVJRB33 | YHD | 4 |
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.