Old Mutual MSCI Wld ESG Idx C Hybrd Acc
Ticker
IE00BV9HB162.IR
ISIN
IE00BV9HB162
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 investment objective of Old Mutual MSCI World ESG Index Fund is to replicate the MSCI World ESG Index (net of withholding tax total return index) through the management of a diversified portfolio of equity securities with high Environmental, Social and Governance (ESG) performance relative to their sector peers in Developed Markets worldwide. The Fund should not display significant deviations from the relevant Benchmark Index. A more detailed description of the investment objectives and policies of the Fund are set out in the Prospectus. In order to achieve this investment objective, the Old Mutual MSCI World ESG Index Fund will employ a traditional index tracking approach by investing all, or substantially all, of its assets in the equity securities constituting the MSCI World ESG Index.
Market
US
Category
Global Large-Cap Blend Equity
Expense Ratio
-
Fund family
-
Morningstar
4
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Financial services | 17.46% |
| Healthcare | 13.81% |
| Technology | 13.34% |
| Consumer cyclical | 11.84% |
| Industrials | 10.53% |
| Consumer defensive | 9.79% |
| Energy | 5.68% |
| Basic materials | 5.51% |
| Communication services | 5.07% |
| Utilities | 3.53% |
| Realestate | 3.44% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| JNJ | Johnson & Johnson | 1.93% |
| PG | Procter & Gamble Co | 1.35% |
| GOOG | Alphabet Inc C | 1.32% |
| GOOGL | Alphabet Inc A | 1.29% |
| VZ | Verizon Communications Inc | 1.28% |
| BRK.B | Berkshire Hathaway Inc B | 1.09% |
| RHHVF | Roche Holding AG Dividend Right Cert. | 1.09% |
| NVSEF | Novartis AG | 1.08% |
| DIS | Walt Disney Co | 1.01% |
| MRK | Merck & Co Inc | 0.95% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| IE00B41L7861.IR | Old Mutual Global Em Mkts I USD Acc | IE00B41L7861 | YHD | 1.35% | 4 | -16.82 | +0.95 |
| IE00B50HXL72.IR | Old Mutual China Equity S GBP Acc | IE00B50HXL72 | YHD | 1.49% | 4 | ||
| IE00B51GXG87.IR | Old Mutual Global Em Mkts S GBP Acc | IE00B51GXG87 | YHD | 1.42% | 5 | ||
| IE00B5371547.IR | Old Mutual Global Em Mkts A GBP Acc | IE00B5371547 | YHD | 1.96% | 4 | ||
| IE00B53SVZ72.IR | Old Mutual Global Em Mkts A USD Acc | IE00B53SVZ72 | YHD | 2.01% | 4 | -16.82 | +0.95 |
| IE00B552HF97.IR | Old Mutual Global Emerging Markets Fund | IE00B552HF97 | YHD | 1.96% | 5 | ||
| IE00B7GBL351.IR | Old Mutual Global Em Mkts B USD Acc | IE00B7GBL351 | YHD | 3.56% | 4 | -16.82 | +0.95 |
| IE00B8Y1GV72.IR | Old Mutual Global Em Mkts R GBP Acc | IE00B8Y1GV72 | YHD | 1.37% | 5 | ||
| IE00BFWH3605.IR | Old Mutual Global Em Mkts U1 GBP Acc | IE00BFWH3605 | YHD | 1.00% | 5 | ||
| IE00BFWH3712.IR | Old Mutual Global Em Mkts U2 GBP Acc | IE00BFWH3712 | YHD | 0.91% | 4 | ||
| IE00BFWH3B58.IR | Old Mutual China Equity U1 GBP Acc | IE00BFWH3B58 | YHD | 1.16% | 4 | ||
| IE00BRTNPW52.IR | Old Mutual Eurp Ex UK Smlr Coms A £ Acc | IE00BRTNPW52 | YHD | 4 | |||
| IE00BV9HB162.IR | Old Mutual MSCI Wld ESG Idx C Hybrd Acc | IE00BV9HB162 | YHD | 4 | +2.10 | +1.07 | |
| IE00BYVJRB33.IR | Old Mutual Gold & Silver A GBP Acc | IE00BYVJRB33 | 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.