BMO Sustainable Opportunities Global Equity Fund C Acc

Ticker

0P00017208.L

ISIN

GB00B5ZNJ89

Price

GBp 142.10

Change Today

-0.70 / -0.49 %

Price 1 year ago

116.20 / 22.29 %

Morningstar

4

52 Week Low

109.10

52 Week High

142.80

200 Day Moving Average 124.77

124.77

50-day Moving Average

138.11


Price evolution


Yearly returns


Peers comparison

Risk factors

1 year

Parameter Value
Sharpe Ratio 1.69
Sortino Ratio 2.60
Maximum Drawdown -8.48%
Maximum Drawdown Date 2023-10-30
Calmar Ratio -2.28

1 year

Parameter Value
Return 7.01
Volatility 11.628%
Alpha None
Beta None
R Squared None

History

Parameter Value
Average Annual Return 13.552%
Average Annual Volatility 16.175%
Sharpe Ratio 0.84
Sortino Ratio 0.96
Maximum Drawdown -25.0%
Maximum Drawdown Date 2022-06-17
Calmar Ratio -0.54

Company information

Summary

The Fund aims to achieve medium to long-term capital growth, with some income. The Fund invests primarily in equities (ordinary shares) of companies which may be listed, quoted or traded anywhere in the world. The Fund generally invests in large companies and on the world’s main markets but may, at the investment manager’s discretion, also invest in smaller or medium sized companies and on smaller markets.

Market

GB

Category

Sector Equity Precious Metals

Expense Ratio

-

Fund family

-

Morningstar

4

Yield
0.001
Exchange
LSE
Sector Weight
Technology 22.89%
Healthcare 21.49%
Financial services 16.54%
Industrials 15.78%
Basic materials 7.39%
Realestate 4.91%
Consumer cyclical 4.65%
Consumer defensive 2.51%
Utilities 1.61%
Communication services 0.00%
Energy 0.00%
None

Holdings

Symbol Name Allocation
LIN.L Linde PLC 3.31%
TMO Thermo Fisher Scientific Inc 3.31%
MA Mastercard Inc Class A 3.19%
ILMN Illumina Inc 3.12%
XYL Xylem Inc 3.05%
MSI Motorola Solutions Inc 3.03%
PYPL PayPal Holdings Inc 2.76%
HDB.BO HDFC Bank Ltd ADR 2.75%
MTD Mettler-Toledo International Inc 2.74%
KRZ.IR Kerry Group PLC Class A 2.73%

Alternative funds

Ticker Name Isin Exchange Expenses Morningstar Alpha Beta
0P00017208.L BMO Sustainable Opportunities Global Equity Fund C Acc GB00B5ZNJ89 LSE 4
IQEC.PA IndexIQ Factors Sustainable Corporate Euro Bond LU160379073 PAR 0.35% 4
MDBU.L UBS(Lux)Fund Solutions – Sustainable Development Bank Bonds UCITS ETF(USD)A-dis LU185221296 LSE 0.18% 4 -1.02 --
MOAT.L VanEck Morningstar US Sustainable Wide Moat UCITS ETF IE00BQQP9H0 LSE 0.49% 4 +2.67
SDGA Impact Shares Sustainable Development Goals Global Equity ETF US45259A308 PCX 0.75% 4 -1.42 --

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.