BMO Sustainable Opportunities Global Equity Fund L Acc
Ticker
0P0001KMPZ.L
ISIN
GB00B5ZNJ89
Price
GBp 67.71
Change Today
+0.21 / 0.311 %
Price 1 year ago
56.60 / 19.629 %
Morningstar
4
52 Week Low
52.03
52 Week High
68.06
200 Day Moving Average 59.62
59.62
50-day Moving Average
65.91
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
Parameter | Value |
---|---|
Sharpe Ratio | 1.62 |
Sortino Ratio | 2.49 |
Maximum Drawdown | -8.11% |
Maximum Drawdown Date | 2023-10-30 |
Calmar Ratio | -2.46 |
1 year
Parameter | Value |
---|---|
Return | 6.61 |
Volatility | 11.545% |
Alpha | None |
Beta | None |
R Squared | None |
History
Parameter | Value |
---|---|
Average Annual Return | 9.295% |
Average Annual Volatility | 14.565% |
Sharpe Ratio | 0.64 |
Sortino Ratio | 0.70 |
Maximum Drawdown | -25.0% |
Maximum Drawdown Date | 2022-06-17 |
Calmar Ratio | -0.36 |
Company information
Summary
-
Market
GB
Category
Sector Equity Precious Metals
Expense Ratio
-
Fund family
-
Morningstar
4
Yield
-
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 |
---|---|---|---|---|---|---|---|
0P0001KMPZ.L | BMO Sustainable Opportunities Global Equity Fund L 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.