Mediolanum BB New Opps Collection LCA

Ticker

IE00B6SBTN25.IR

ISIN

IE00B6SBTN25

Price

-

Change Today

-

Price 1 year ago

-

Morningstar

3


Price evolution


Yearly returns


Peers comparison

Risk factors

1 year

1 year

History

None

Company information

Summary

The investment objective of New Opportunities Collection is to achieve long-term capital appreciation by investing in or taking exposures, on a global basis (including in emerging markets), to a diversified portfolio of assets which include equities, equity related securities, fixed income securities, real estate, money market instruments, commodities and currencies, as described below, listed or traded on any Recognised Exchanges worldwide.

Market

US

Category

EUR Flexible Allocation - Global

Expense Ratio

-

Fund family

-

Morningstar

3

Yield
-
Exchange
YHD
SectorWeight
Realestate17.61%
Consumer cyclical15.71%
Technology14.67%
Healthcare13.52%
Consumer defensive9.23%
Financial services7.82%
Industrials7.23%
Utilities5.85%
Communication services3.45%
Energy2.82%
Basic materials2.10%
None

Holdings

SymbolNameAllocation
PIMCO GIS Global Bond Ins Acc USD18.68%
JPM Systematic Alpha C (acc) EUR9.78%
Invesco Global Small Cap Eq C7.57%
MS INVF Global Property Z6.98%
Deutsche Invest I Glb Infras FC5.05%
MS INVF Global Brands Z4.03%
Robeco Global Consumer Trends Eqs D EUR3.51%
GS Glbl High Yield I Cap2.98%
PowerShares EQQQ Nasdaq-100 ETF2.98%
iShares Euro High Yield Corporate Bond2.96%

Alternative funds

TickerNameIsinExchangeExpensesMorningstarAlphaBeta
BAPRInnovator S&P 500 Buffer ETF - April NewUS45782C888BTS0.79%3+4.16--
BLHYVirtus Newfleet High Yield Bond ETFUS92790A207PCX0.50%3+2.40
IE00B4M8JG83.IRNew Capital China Equity FundIE00B4M8JG83YHD1.27%3
IE00B65LCL41.IRMagna Umbrella Fund plc - Magna New Frontiers Fund N AccIE00B65LCL41ISE4+14.83+1.09
IE00B68FF474.IRMagna Umbrella Fund plc - Magna New Frontiers Fund R AccIE00B68FF474ISE3+13.95+1.09
IE00B6SBTN25.IRMediolanum BB New Opps Collection LCAIE00B6SBTN25YHD3-1.64+1.04
IE00B7TWVK27.IRNew Capital China Equity USD Ord AccIE00B7TWVK27YHD2.02%3-25.86+0.78
IE00B84P7T43.IRNew Capital China Equity HKD Ord AccIE00B84P7T43YHD2.02%3-26.98+0.79
IE00B8BP6F62.IRNew Capital China Equity USD Inst AccIE00B8BP6F62YHD1.16%3-25.04+0.78
IE00B8C3BZ44.IRNew Capital China Equity USD/CNY H OrdIE00B8C3BZ44YHD2.02%3-25.86+0.78
IE00BFTW8Z27.IRMagna New Frontiers FundIE00BFTW8Z27ISE3+13.99+1.09
IE00BG6MV538.IRNew Capital Dynamic European Equity FundIE00BG6MV538YHD1.90%5
KOMPSPDR S&P Kensho New Economies Composite ETFUS78468R648PCX0.20%3-3.59--
NFLTVirtus Newfleet Multi-Sector Bond ETFUS92828R610PCX0.50%3+0.81
NRJ.PALyxor New Energy (DR) UCITS ETF DistFR0010524777PAR0.25%3-11.44
NRJL.LLyxor New Energy (DR) UCITS ETF DistFR001052477LSE0.25%3-11.44
NRJU.LLyxor New Energy (DR) UCITS ETF DistFR001052477LSE0.25%3-11.44
NYFiShares New York Muni Bond ETFUS4642883239PCX0.25%3+0.10
PAPRInnovator S&P 500 Power Buffer ETF - April NewUS45782C870BTS0.79%3+2.26--
PJUNInnovator S&P 500 Power Buffer ETF - NewUS45782C813BTS0.79%3-0.97--
PZTInvesco New York AMT-Free Municipal Bond ETFUS018642835PCX0.28%4-0.92

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.