Vanguard SRI Global Stock Instl Pls EUR
Ticker
IE00BFPM9S65.IR
ISIN
IE00BFPM9S65
Price
-
Change Today
-
Price 1 year ago
-
Morningstar
4
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
1 year
History
NoneCompany information
Summary
The Fund seeks to provide long-term growth of capital by seeking to achieve the performance of a benchmark index that measures the performance of large and mid-sized common stocks of companies in developed countries as described in Primary Investment Strategies below.
Market
US
Category
Global Large-Cap Blend Equity
Expense Ratio
-
Fund family
-
Morningstar
4
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Financial services | 17.65% |
| Technology | 12.91% |
| Healthcare | 12.88% |
| Consumer cyclical | 11.65% |
| Industrials | 11.22% |
| Consumer defensive | 10.82% |
| Energy | 6.42% |
| Basic materials | 5.14% |
| Communication services | 4.85% |
| Utilities | 3.39% |
| Realestate | 3.07% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| AAPL | Apple Inc | 1.57% |
| XOM | Exxon Mobil Corp | 1.16% |
| MSFT | Microsoft Corp | 1.16% |
| GE | General Electric Co | 0.89% |
| WFC | Wells Fargo & Co | 0.81% |
| AMZN | Amazon.com Inc | 0.77% |
| T | AT&T Inc | 0.77% |
| FB | Facebook Inc A | 0.77% |
| JPM | JPMorgan Chase & Co | 0.74% |
| NSRGF | Nestle SA | 0.74% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| EKLD.PA | BNP Paribas Easy MSCI USA SRI S-Series 5% Capped UCITS ETF Capitalisation | LU1291103338 | PAR | 0.18% | 5 | ||
| EKLDC.PA | BNP Paribas Easy MSCI USA SRI S-Series PAB 5% Capped | LU1953138572 | PAR | 0.18% | 5 | +1.54 | -- |
| EKUS.PA | BNP Paribas Easy MSCI USA SRI S-Series 5% Capped UCITS ETF EUR Distribution | LU1659681669 | PAR | 0.18% | 5 | +1.54 | |
| EMWE.PA | BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped | LU1615092217 | PAR | 0.13% | 5 | +1.48 | |
| EWRD.PA | BNP Paribas Easy MSCI World SRI S-Series PAB 5% Capped | LU1291108642 | PAR | 0.13% | 5 | +1.48 | |
| IESE.AS | iShares MSCI Europe SRI UCITS ETF EUR (Acc) | IE00B52VJ196 | AMS | 0.20% | 5 | -3.29 | |
| IESG.L | iShares MSCI Europe SRI UCITS ETF EUR (Acc) | IE00B52VJ19 | LSE | 0.20% | 5 | -3.29 | |
| SRIL.AS | iShares MSCI USA SRI UCITS ETF USD (Dist) | IE00BZ173T46 | AMS | 0.23% | 5 | +2.98 | -- |
| SUAS.L | iShares MSCI USA SRI UCITS ETF USD (Acc) | IE00BYVJRR9 | LSE | 0.25% | 5 | +2.95 | |
| SUAU.AS | iShares MSCI USA SRI UCITS ETF USD (Acc) | IE00BYVJRR92 | AMS | 0.25% | 5 | +2.95 | |
| SUSW.AS | iShares MSCI World SRI UCITS ETF EUR (Acc) | IE00BYX2JD69 | AMS | 0.20% | 5 | +1.30 | |
| SUSW.L | iShares MSCI World SRI UCITS ETF EUR (Acc) | IE00BYX2JD6 | LSE | 0.20% | 5 | +1.30 | |
| SUUS.L | iShares MSCI USA SRI UCITS ETF USD (Acc) | IE00BYVJRR9 | LSE | 0.25% | 5 | +2.95 | |
| SUWG.L | iShares MSCI World SRI UCITS ETF | IE00BYX2JD6 | LSE | 0.20% | 5 | ||
| SUWS.L | iShares MSCI World SRI UCITS ETF | IE00BYX2JD6 | LSE | 0.20% | 5 | ||
| USRI.L | Amundi Index Solutions - Amundi MSCI USA SRI UCITS ETF DR | LU186113624 | LSE | 0.08% | 5 | +0.58 | -- |
| USRI.PA | Amundi Index Solutions - Amundi MSCI USA SRI UCITS ETF DR | LU1861136247 | PAR | 0.08% | 5 | +0.58 | -- |
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.