CGWM Cautious A GBP Acc
Ticker
IE00B3BRDN43.IR
ISIN
IE00B3BRDN43
Price
-
Change Today
-
Price 1 year ago
-
Morningstar
1
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
1 year
History
NoneCompany information
Summary
-
Market
US
Category
GBP Allocation 40-60% Equity
Expense Ratio
-
Fund family
-
Morningstar
1
Yield
-
Exchange
YHD
| Sector | Weight |
|---|
None
Holdings
NoneAlternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| IE00B7XD3T46.IR | GAM Star Fund plc - GAM Star Cautious Class Institutional GBP Accumulation | IE00B7XD3T46 | ISE | 4 | |||
| IE00B8G01396.IR | GAM Star Fund plc - GAM Star Cautious Class Ordinary USD Accumulation | IE00B8G01396 | ISE | 4 | -3.88 | +0.540 | |
| IE00BJ358556.IR | GAM Star Cautious A Acc | IE00BJ358556 | YHD | 4 | |||
| IE00BKXGFD24.IR | Nedgroup Inv Funds Global Cautious A Acc | IE00BKXGFD24 | YHD | 1.92% | 4 | -0.98 | +0.67 |
| IE00BQ1KPP02.IR | Waverton Cautious Income B GBP Inc | IE00BQ1KPP02 | YHD | 5 | |||
| IE00BQ1KPQ19.IR | Waverton Cautious Income Fund | IE00BQ1KPQ19 | YHD | 4 | |||
| IE00BRJL4006.IR | Davy Cautious Growth Fund | IE00BRJL4006 | YHD | 4 | +2.12 | +1.01 | |
| IE00BYN5ZH14.IR | GAM Star Cautious A SGD Acc | IE00BYN5ZH14 | YHD | 4 | |||
| IE00BYTYGV37.IR | Davy UK GPS Cautious Growth A GBP Acc | IE00BYTYGV37 | 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.