L&G UK Equity UCITS ETF
Ticker
LGUK.L
ISIN
IE00BFXR5R4
Price
GBp 1,437.20
Change Today
-6.40 / -0.443 %
Price 1 year ago
1,300.40 / 10.52 %
Morningstar
5
52 Week Low
1,200.30
52 Week High
1,443.60
200 Day Moving Average 1,288.08
1,288.08
50-day Moving Average
1,365.45
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|---|
| Sharpe Ratio | 0.06 |
| Sortino Ratio | -0.25 |
| Maximum Drawdown | -6.48% |
| Maximum Drawdown Date | 2023-07-07 |
| Calmar Ratio | 0.07 |
1 year
| Parameter | Value |
|---|---|
| Treynor Ratio | - |
| Return | 0.05 |
| Volatility | 9.155% |
| Alpha | -- |
| Beta | -- |
| R Squared | -- |
History
| Parameter | Value |
|---|---|
| Average Annual Return | 8.208% |
| Average Annual Volatility | 17.057% |
| Sharpe Ratio | 0.48 |
| Sortino Ratio | 0.42 |
| Maximum Drawdown | -34.0% |
| Maximum Drawdown Date | 2020-03-23 |
| Calmar Ratio | -0.20 |
Company information
Summary
The investment objective of the L&G UK Equity UCITS ETF (the “Fund”) is to provide exposure to the large and mid-cap equity market in the United Kingdom.
Market
GB
Category
UK Large-Cap Equity
Expense Ratio
0.05%
Fund family
LGIM Managers (Europe) Limited
Morningstar
5
Yield
-
Exchange
LSE
| Sector | Weight |
|---|---|
| Consumer defensive | 19.83% |
| Financial services | 16.92% |
| Healthcare | 14.43% |
| Energy | 12.69% |
| Basic materials | 8.68% |
| Industrials | 8.53% |
| Communication services | 7.26% |
| Consumer cyclical | 5.24% |
| Utilities | 3.17% |
| Realestate | 1.12% |
| Technology | 0.87% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| AZN.L | AstraZeneca PLC | 5.85% |
| ULVR.L | Unilever PLC | 5.84% |
| HSBA.L | HSBC Holdings PLC | 4.58% |
| DGE.L | Diageo PLC | 4.33% |
| GSK.L | GlaxoSmithKline PLC | 3.94% |
| RDSA.L | Royal Dutch Shell PLC Class A | 3.53% |
| BATS.L | British American Tobacco PLC | 3.45% |
| RIO.L | Rio Tinto PLC | 3.41% |
| BP..L | BP PLC | 3.24% |
| RDSB.L | Royal Dutch Shell PLC B | 2.47% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| AVDE | Avantis International Equity ETF | US025072299 | PCX | 0.23% | 4 | +3.88 | -- |
| AVEM | Avantis Emerging Markets Equity ETF | US025072802 | PCX | 0.33% | 4 | -3.84 | -- |
| AVUS | Avantis U.S. Equity ETF | US025072281 | PCX | 0.15% | 4 | +5.95 | -- |
| DBEF | Xtrackers MSCI EAFE Hedged Equity ETF | US233051200 | PCX | 0.35% | 5 | +7.98 | |
| DFUS | Dimensional U.S. Equity ETF | US25434V401 | PCX | 0.11% | 4 | +0.26 | |
| DXJ | WisdomTree Japan Hedged Equity Fund | US97717W851 | PCX | 0.48% | 4 | +14.15 | |
| GSIE | Goldman Sachs ActiveBeta International Equity ETF | IE00BJ5CMD0 | PCX | 0.25% | 4 | +1.40 | |
| HDEF | Xtrackers MSCI EAFE High Dividend Yield Equity ETF | US233051630 | PCX | 0.20% | 4 | +7.07 | |
| LGUK.L | L&G UK Equity UCITS ETF | IE00BFXR5R4 | LSE | 0.05% | 5 | -- | -- |
| NUDM | Nuveen ESG International Developed Markets Equity ETF | US67092P805 | BTS | 0.30% | 4 | +3.69 | |
| PEY | Invesco High Yield Equity Dividend Achievers ETF | US46137V563 | NGM | 0.52% | 4 | +10.20 | |
| SCHD | Schwab U.S. Dividend Equity ETF | US8085247976 | PCX | 0.06% | 5 | +7.37 | |
| SCHF | Schwab International Equity ETF | US808524805 | PCX | 0.06% | 4 | +2.88 |
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.