Mediolanum Challenge European Equity Fund
Ticker
IE00B604T843.IR
ISIN
IE00B604T843
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
The investment objective of Challenge European Equity Fund is long term capital appreciation through investment in a diversified portfolio of leading European stocks listed or traded on Recognised Exchanges. The performance of the Sub-Fund´s portfolio of investments will be measured against the MSCI (Morgan Stanley Capital International) Europe Index (or any other index which replaces it or is considered to be the market standard in place of that index and any such change in that index will be notified to Unitholders in the semi-annual and annual accounts), a market capitalisation weighted index of the major shares listed on the organised exchanges in a number of the developed countries (currently 15) in Europe. The Sub-Fund will be managed to perform closely in line with that Index.
Market
US
Category
Europe Large-Cap Blend Equity
Expense Ratio
2.59%
Fund family
-
Morningstar
1
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Financial services | 19.93% |
| Healthcare | 13.86% |
| Consumer defensive | 13.76% |
| Industrials | 13.69% |
| Consumer cyclical | 10.45% |
| Basic materials | 7.10% |
| Energy | 6.31% |
| Communication services | 5.67% |
| Technology | 4.35% |
| Utilities | 3.31% |
| Realestate | 1.56% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| Dj Euro Stoxx 50 P Index | 3.57% | |
| Stoxx Europe 600 Optimised Technology | 3.15% | |
| RHHVF.PA | Roche Holding AG Dividend Right Cert. | 2.14% |
| Ftse Mib Index | 1.97% | |
| NVSEF | Novartis AG | 1.97% |
| Msci Europe 31/12/2099 | 1.67% | |
| BNPQF | BNP Paribas | 1.57% |
| NSRGF | Nestle SA | 1.54% |
| NONOF | Novo Nordisk A/S B | 1.42% |
| HBCYF | HSBC Holdings PLC | 1.32% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| FR0010622076.PA | Global Challenges SICAV | DE000A0LGNP | YHD | 0.85% | 5 | Candriam World Alternative Alphamax C EUR | |
| VTIP | Vanguard Short-Term Inflation-Protected Securities Index Fund | US922020805 | NGM | 0.04% | 5 | -0.38 | |
| VTV | Vanguard Value Index Fund | US922908744 | PCX | 0.04% | 5 | +8.05 | |
| VYM | Vanguard High Dividend Yield Index Fund | IE00B8GKDB1 | PCX | 0.06% | 5 | +8.55 | |
| XLE | Energy Select Sector SPDR Fund | IE00BWBXM49 | PCX | 0.10% | 5 | +49.37 | |
| XLRE | The Real Estate Select Sector SPDR Fund | US81369Y860 | PCX | 0.10% | 5 | -2.68 | |
| XLV | Health Care Select Sector SPDR Fund | IE00BWBXM61 | PCX | 0.10% | 5 | +6.04 |
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.