Acadian Diversified Alpha UCITS C EUR
Ticker
IE00BZ16F513.IR
ISIN
IE00BZ16F513
Price
-
Change Today
-
Price 1 year ago
-
Morningstar
-
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
1 year
History
NoneCompany information
Summary
The investment objective of Acadian Diversified Alpha UCITS is to generate absolute returns in the formof capital gains and income.
Market
US
Category
-
Expense Ratio
-
Fund family
-
Morningstar
-
Yield
-
Exchange
YHD
| Sector | Weight |
|---|---|
| Financial services | 21.47% |
| Consumer defensive | 16.74% |
| Consumer cyclical | 15.14% |
| Healthcare | 13.07% |
| Industrials | 10.15% |
| Communication services | 6.94% |
| Technology | 5.39% |
| Basic materials | 5.01% |
| Energy | 3.19% |
| Utilities | 2.92% |
| Realestate | 0.00% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| 6230007 Trs Usd P E 6230007 Basket Trs Usd Goldman | 3.43% | |
| VMW | VMware Inc | 1.12% |
| CM.TO | Canadian Imperial Bank of Commerce | 1.07% |
| AXP | American Express Co | 1.06% |
| MJN | Mead Johnson Nutrition Co | 1.06% |
| DIS | Walt Disney Co | 1.06% |
| BCR | C.R. Bard Inc | 1.05% |
| WM | Waste Management Inc | 1.05% |
| JNJ | Johnson & Johnson | 1.04% |
| WFAFF.AX | Wesfarmers Ltd | 1.04% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| EMIG.L | UBS(Lux)Fund Solutions – J.P. Morgan USD EM IG ESG Diversified Bond UCITS ETF(USD)A-acc | LU197469579 | LSE | 0.50% | 4 | -3.84 | -- |
| IE00B565RW40.IR | Aspect Diversified Trends Fund | IE00B565RW40 | YHD | 4 | |||
| IE00BYYPCY65.IR | Kames Global Diversified Growth Fund USD (hedged) B Acc | IE00BYYPCY65 | YHD | 0.89% | 4 | +1.13 | +0.72 |
| JPEM | JPMorgan Diversified Return Emerging Markets Equity ETF | US46641Q308 | PCX | 0.44% | 4 | -2.04 | |
| JPME | JPMorgan Diversified Return U.S. Mid Cap Equity ETF | PCX | 0.24% | 4 | +9.65 | ||
| JPSE | JPMorgan Diversified Return U.S. Small Cap Equity ETF | US46641Q845 | PCX | 0.29% | 4 | +11.23 | |
| JPUS | JPMorgan Diversified Return U.S. Equity ETF | US46641Q407 | PCX | 0.18% | 4 | +7.94 | |
| KORP | American Century Diversified Corporate Bond ETF | US025072109 | PCX | 0.29% | 4 | +0.38 | |
| SEMC.L | UBS (Lux) Fund Solutions – J.P. Morgan USD EM Diversified Bond 1-5 UCITS ETF | LU164538583 | LSE | 0.42% | 4 | -1.79 |
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.