Heptagon Future Trends Eq C USD Acc
Ticker
IE00BYWKMJ85.IR
ISIN
IE00BYWKMJ85
Price
-
Change Today
-
Price 1 year ago
-
Morningstar
3
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
1 year
History
NoneCompany information
Summary
The investment objective of the Fund is to achieve long-term capital growth
Market
US
Category
Global Large-Cap Growth Equity
Expense Ratio
-
Fund family
-
Morningstar
3
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Technology | 20.48% |
| Consumer cyclical | 19.52% |
| Industrials | 19.36% |
| Healthcare | 14.87% |
| Financial services | 10.01% |
| Consumer defensive | 6.47% |
| Basic materials | 5.25% |
| Energy | 4.03% |
| Realestate | 0.00% |
| Communication services | 0.00% |
| Utilities | 0.00% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| GOOGL | Alphabet Inc A | 7.31% |
| AMZN | Amazon.com Inc | 6.57% |
| KRYAF.IR | Kerry Group PLC Class A | 6.36% |
| NONOF | Novo Nordisk A/S B | 5.9% |
| ARMHF.L | ARM Holdings PLC | 5.46% |
| CRTSF | Chr Hansen Holding AS | 5.15% |
| DUERF.DE | Duerr AG | 5.03% |
| MA | MasterCard Inc A | 5.03% |
| FMCQF.DE | Fresenius Medical Care AG & Co. KGaA | 4.91% |
| CNI.TO | Canadian National Railway Co | 4.81% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| DBMF | iMGP DBi Managed Futures Strategy ETF | US53700T827 | PCX | 0.95% | 3 | +11.56 | -- |
| ERTH | Invesco MSCI Sustainable Future ETF | US46137V407 | PCX | 0.56% | 3 | -0.56 | |
| FITE | SPDR S&P Kensho Future Security ETF | US78468R671 | PCX | 0.45% | 3 | +1.82 | |
| IE00BYWKMH61.IR | Heptagon Future Trends Eq A USD Acc | IE00BYWKMH61 | YHD | 3 | +1.92 | +1.08 | |
| IE00BYWKMJ85.IR | Heptagon Future Trends Eq C USD Acc | IE00BYWKMJ85 | YHD | 3 | +1.92 | +1.08 | |
| KARS | KraneShares Electric Vehicles and Future Mobility Index ETF | US500767827 | PCX | 0.70% | 4 | -8.29 | |
| LVX.BR | Lyxor S&P 500 VIX Futures Enhanced Roll UCITS ETF | LU0832435464 | BRU | 0.60% | 4 | ||
| NSFBX | Natixis Sustainable Future 2015 Fund Class N | US63872W6075 | NAS | 0.55% | 5 | ||
| PZD | Invesco MSCI Sustainable Future ETF | US46137V407 | PCX | 0.58% | 3 |
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.