Sanlam Private Wealth Global Balanced Fund
Ticker
IE00BSTLNM24.IR
ISIN
IE00BSTLNM24
Price
-
Change Today
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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 provide capital growth.
Market
US
Category
-
Expense Ratio
-
Fund family
-
Morningstar
-
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Consumer defensive | 19.50% |
| Healthcare | 18.84% |
| Financial services | 18.63% |
| Technology | 13.47% |
| Basic materials | 7.92% |
| Industrials | 7.60% |
| Realestate | 7.26% |
| Energy | 4.98% |
| Consumer cyclical | 1.30% |
| Communication services | 0.44% |
| Utilities | 0.07% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| GLAXF.L | GlaxoSmithKline PLC | 6.65% |
| GE | General Electric Co | 4.44% |
| MSFT | Microsoft Corp | 4.07% |
| Orbis SICAV Japan Equity (Yen) | 3.64% | |
| BF.B | Brown-Forman Corp Class B | 3.33% |
| MRWSF.L | Morrison (Wm) Supermarkets PLC | 3.29% |
| SYENF | Syngenta AG | 3.2% |
| NSRGF | Nestle SA | 3.14% |
| SURVF.SI | Suntec Real Estate Inv Trust | 2.79% |
| WFC | Wells Fargo & Co | 2.48% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| 0P00018BPZ.F | LGT Crown Listed Private Equity A EUR Acc | IE00B7T8CN0 | FRA | 1.05% | 4 | ||
| 0P00018BQ0.F | LGT Crown Listed Private Equity B EUR Acc | IE00B7T8CN0 | FRA | 1.54% | 4 | ||
| 0P0001FE89.F | LGT Crown Listed Private Equity O EUR Acc | IE00B7T8CN0 | FRA | 0.04% | 4 | ||
| 0P0001OK9I.F | LGT Crown Listed Private Equity E EUR Acc | IE00B7T8CN0 | FRA | 5 | |||
| IE00B7T8CN06.IR | LGT Crown Listed Private Eq B EUR Acc | IE00B7T8CN06 | YHD | 4 | |||
| IE00B8JFF067.IR | LGT Crown Listed Private Eq A EUR Acc | IE00B8JFF067 | YHD | 5 | +12.68 | +1.00 |
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.