Nedgroup Inv MultiFunds Growth GBP A Hdg
Ticker
IE00B5V7GM87.IR
ISIN
IE00B5V7GM87
Price
-
Change Today
-
Price 1 year ago
-
Morningstar
3
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
1 year
History
NoneCompany information
Summary
The Sub-Fund’s objective will be to provide higher levels of growth with moderate to higher levels of risk and volatility over the medium to longer term than the other Sub-Funds of the Company.
Market
US
Category
GBP Allocation 60-80% Equity
Expense Ratio
2.37%
Fund family
-
Morningstar
3
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Technology | 15.59% |
| Financial services | 13.15% |
| Healthcare | 12.79% |
| Consumer defensive | 11.71% |
| Consumer cyclical | 11.42% |
| Industrials | 11.15% |
| Realestate | 8.33% |
| Communication services | 5.92% |
| Basic materials | 3.86% |
| Energy | 3.66% |
| Utilities | 2.43% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| Vanguard Global Stock Idx Ins USD | 17.04% | |
| Nedgroup Inv Funds Global Equity D Acc | 16.39% | |
| MDPS TOBAM AntiBench World Equity A | 9.25% | |
| MS INVF Global Brands Z | 7.52% | |
| Dodge & Cox Worldwide Global Stk USD Acc | 6.4% | |
| iShares Developed Markets Property Yld | 5.15% | |
| Vanguard Emerging Mrkts Stk Idx Inv USD | 4.52% | |
| Allianz Global Small Cap Equity PT2 GBP | 4.46% | |
| FCPT | F&C Commercial Property Ord | 4.31% |
| Coronation Global Emerging Markets P USD | 3.82% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| BAB | Invesco Taxable Municipal Bond ETF | US46138G805 | PCX | 0.28% | 4 | -2.62 | |
| EELV | Invesco S&P Emerging Markets Low Volatility ETF | US46138E289 | PCX | 0.29% | 4 | +1.27 | |
| FLRN | SPDR Bloomberg Investment Grade Floating Rate ETF | US78468R200 | PCX | 0.15% | 4 | -0.06 | |
| GSY | Invesco Ultra Short Duration ETF | US46090A887 | PCX | 0.22% | 4 | -0.61 | |
| IGSB | iShares 1-5 Year Investment Grade Corporate Bond ETF | DE000A0YEEZ | NGM | 0.06% | 4 | +0.07 | |
| PEY | Invesco High Yield Equity Dividend Achievers ETF | US46137V563 | NGM | 0.52% | 4 | +10.20 | |
| PID | Invesco International Dividend Achievers ETF | US46137V548 | NGM | 0.53% | 4 | +5.26 | |
| QQQ | Invesco QQQ Trust | US46090E1038 | NGM | 0.20% | 5 | -8.33 | |
| SLQD | iShares 0-5 Year Investment Grade Corporate Bond ETF | IE00BCBJF71 | NGM | 0.06% | 4 | +0.02 | |
| SPHQ | Invesco S&P 500 Quality ETF | IE00BDZCKK1 | PCX | 0.15% | 5 | -0.03 | |
| VRP | Invesco Variable Rate Preferred ETF | US46138G870 | PCX | 0.50% | 4 | +6.21 |
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.