iSh MSCI UK GBP Acc

Ticker

CSUK.SW

ISIN

IE00B539F030

Price

CHF 147.92

Change Today

-0.82 / -0.551 %

Price 1 year ago

132.04 / 12.027 %

Morningstar

4

52 Week Low

123.54

52 Week High

148.80

200 Day Moving Average 132.91

132.91

50-day Moving Average

140.51

Price evolution


Yearly returns


Peers comparison

Risk factors

1 year

Parameter Value
Sharpe Ratio 0.16
Sortino Ratio -0.16
Maximum Drawdown -6.56%
Maximum Drawdown Date 2023-07-07
Calmar Ratio -0.34

1 year

Parameter Value
Return 0.33
Volatility 8.675%
Alpha None
Beta None
R Squared None

History

Parameter Value
Average Annual Return 7.669%
Average Annual Volatility 16.11%
Sharpe Ratio 0.48
Sortino Ratio 0.34
Maximum Drawdown -35.0%
Maximum Drawdown Date 2020-03-16
Calmar Ratio -0.22

Company information

Summary

The investment objective of the Fund is to deliver the net total return performance of the Benchmark Index (being the MSCI UK Index), less the fees and expenses of the Fund.

Market

CH

Category

UK Large-Cap Equity

Expense Ratio

0.33%

Fund family

-

Morningstar

4

Yield
-
Exchange
EBS
Sector Weight
None

Holdings

None

Alternative funds

Ticker Name Isin Exchange Expenses Morningstar Alpha Beta
CSUK.L iShares VII PLC - iShares MSCI UK UCITS ETF GBP (Acc) IE00B539F03 LSE 0.33% 4
CSUK.SW iSh MSCI UK GBP Acc IE00B539F030 EBS 0.33% 4
IGLS.L iShares UK Gilts 0-5yr UCITS ETF GBP (Dist) IE00B4WXJK7 LSE 0.09% 5 +3.30
IGLT.L iShares Core UK Gilts UCITS ETF GBP (Dist) IE00B1FZSB3 LSE 0.07% 4 0.00
ISF.L iShares Core FTSE 100 UCITS ETF GBP (Dist) IE000504245 LSE 0.20% 4 +2.85
ISFA.AS iShares Core FTSE 100 UCITS ETF GBP (Dist) IE0005042456 AMS 0.20% 4 +2.85
ISFU.L iShares Core FTSE 100 UCITS ETF GBP (Dist) IE000504245 LSE 0.20% 4 +2.85
WIGG.L iShares Fallen Angels High Yield Corporate Bond UCITS ETF GBP Hedged (Dist) IE00BDFK168 LSE 0.55% 4 -1.07 --

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.