Sanlam FOUR Stable Global Equity Fund
Ticker
IE00B83TFX77.IR
ISIN
IE00B83TFX77
Price
-
Change Today
-
Price 1 year ago
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Morningstar
-
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
1 year
History
NoneCompany information
Summary
The investment objective of the Fund is to increase the value of your shares over the long term.
Market
US
Category
-
Expense Ratio
-
Fund family
-
Morningstar
-
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Healthcare | 35.86% |
| Consumer defensive | 18.01% |
| Technology | 16.51% |
| Consumer cyclical | 14.65% |
| Financial services | 8.23% |
| Communication services | 3.50% |
| Realestate | 3.24% |
| Basic materials | 0.00% |
| Utilities | 0.00% |
| Industrials | 0.00% |
| Energy | 0.00% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| ITYBF.L | Imperial Brands PLC | 6.05% |
| UNH | UnitedHealth Group Inc | 5.7% |
| ORCL | Oracle Corp | 5.45% |
| ESRX | Express Scripts Holding Co | 5.41% |
| MDT | Medtronic PLC | 5.21% |
| MSFT | Microsoft Corp | 5.2% |
| GILD | Gilead Sciences Inc | 4.99% |
| WPPGF.L | WPP PLC | 4.63% |
| RHHVF | Roche Holding AG Dividend Right Cert. | 4.6% |
| AON | Aon PLC | 4.59% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| IE00B4QNLR45.IR | Sanlam FOUR Multi Strategy Fund | IE00B4QNLR45 | ISE | 4 | |||
| IE00B5VHNN88.IR | Sanlam FOUR European ex-UK Equity B GBP | IE00B5VHNN88 | ISE | 5 | |||
| IE00B7Y3R463.IR | Sanlam FOUR Multi Strat B USD | IE00B7Y3R463 | YHD | 4 | +2.16 | +0.96 | |
| IE00B8HRMZ88.IR | Sanlam FOUR Multi Strat Founder GBP Acc | IE00B8HRMZ88 | YHD | 4 | |||
| IE00B8N5CF67.IR | Sanlam FOUR Multi Strat B GBP Acc | IE00B8N5CF67 | YHD | 4 | |||
| IE00BSMTGG87.IR | TwentyFour Corporate Bond I £ Acc hdg | IE00BSMTGG87 | YHD | 4 | |||
| IE00BSP5ZZ50.IR | Sanlam FOUR US Dividend Income B USD Acc | IE00BSP5ZZ50 | YHD | 0.33% | 5 | -5.14 | +0.84 |
| IE00BSP60192.IR | Sanlam FOUR US Dividend Income A GBP Inc | IE00BSP60192 | YHD | 1.08% | 4 | ||
| IE00BVDQ2617.IR | Sanlam FOUR US Dividend Income A USD Acc | IE00BVDQ2617 | YHD | 4 | |||
| IE00BVDQ2831.IR | Sanlam FOUR US Dividend Income A USD Inc | IE00BVDQ2831 | YHD | 5 | -5.14 | +0.84 | |
| IE00BZ0Y8801.IR | Sanlam FOUR Multi Strat GBP B Inc | IE00BZ0Y8801 | YHD | 4 | |||
| IE00BZ0Y8918.IR | Sanlam FOUR Multi Strat Founder GBP Inc | IE00BZ0Y8918 | 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.