Tabula US Enhanced Infla UCITS ETF GBP H

Ticker

TING.L

ISIN

IE00BN0T9H7

Price

GBP 118.01

Change Today

+0.08 / 0.068 %

Price 1 year ago

117.61 / 0.34 %

Morningstar

-

52 Week Low

117.30

52 Week High

118.54

200 Day Moving Average 117.96

117.96

50-day Moving Average

117.96


Price evolution


Yearly returns


Peers comparison

Risk factors

1 year

ParameterValue

1 year

ParameterValue

History

ParameterValue
Average Annual Return0.051%
Average Annual Volatility1.154%
Sharpe Ratio0.04
Sortino Ratio-0.69
Maximum Drawdown-1.0%
Maximum Drawdown Date2026-02-02
Calmar Ratio-4.22

Company information

Summary

The objective of the Sub-Fund is to track the performance of the Index to within an acceptable Tracking Error. In order to achieve its investment objective, the Sub-Fund intends to invest its net assets in OTC Total Return Swaps whereby the Sub-Fund receives the return of certain of the Underlying Indices (the “Swap Agreement”) in exchange for the payment to the Swap Counterparty of an agreed rate of return pursuant to an agreement in accordance with the requirements of the International Swaps and Derivatives Association together with a portfolio of US TIPS.

Market

GB

Category

Other Bond

Expense Ratio

0.34%

Fund family

Tabula Investment Management Limited

Morningstar
-
Yield
-
Exchange
LSE
SectorWeight
Realestate0.00%
Consumer cyclical0.00%
Basic materials0.00%
Consumer defensive0.00%
Technology0.00%
Communication services0.00%
Financial services0.00%
Utilities0.00%
Industrials0.00%
Energy0.00%
Healthcare0.00%
None

Holdings

SymbolNameAllocation
United States Treasury Notes13.81%
United States Treasury Bonds11.65%
United States Treasury Notes 0.62%10.37%
United States Treasury Notes 0.88%9.67%

Alternative funds

TickerNameIsinExchangeExpensesMorningstarAlphaBeta
CDCVictoryShares US EQ Income Enhanced Volatility Wtd ETFUS92647N824NGM0.36%5+0.36
CSFVictoryShares US Discovery Enhanced Volatility Wtd ETFUS92647N774NGM0.36%5-3.62
DIVOAmplify CWP Enhanced Dividend Income ETFUS032108409PCX0.55%5+6.79
JMEEJPMorgan Market Expansion Enhanced Equity ETFIE00BF4G6Z5PCX0.24%5+11.50
JREG.LJPMorgan ETFs (Ireland) ICAV - Global Research Enhanced Index Equity UCITS ETF - USD (acc)IE00BF4G6Y4LSE0.25%5+1.78--
JURE.LJPMorgan ETFs (Ireland) ICAV - US Research Enhanced Index Equity (ESG) UCITS ETFIE00BF4G707LSE0.20%5----
RECSColumbia Research Enhanced Core ETFPCX0.15%5+1.11--

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.