Vanguard FTSE Developed World ex-U.K. Equity Index Fund Institutional Plus GBP Acc
Ticker
0P000147Q7.L
ISIN
GB00B59G4Q7
Price
GBp 34,831.55
Change Today
+44.23 / 0.127 %
Price 1 year ago
27,522.13 / 26.558 %
Morningstar
5
52 Week Low
27,611.71
52 Week High
34,831.55
200 Day Moving Average 32,029.15
32,029.15
50-day Moving Average
33,168.37
Price evolution
Yearly returns
Peers comparison
Risk factors
1 year
| Parameter | Value |
|---|---|
| Sharpe Ratio | 2.15 |
| Sortino Ratio | 2.72 |
| Maximum Drawdown | -7.16% |
| Maximum Drawdown Date | 2024-08-05 |
| Calmar Ratio | -3.31 |
1 year
| Parameter | Value |
|---|---|
| Return | 8.45 |
| Volatility | 10.779% |
| Alpha | None |
| Beta | None |
| R Squared | None |
History
| Parameter | Value |
|---|---|
| Average Annual Return | 15.124% |
| Average Annual Volatility | 16.551% |
| Sharpe Ratio | 0.91 |
| Sortino Ratio | 0.95 |
| Maximum Drawdown | -26.0% |
| Maximum Drawdown Date | 2020-03-16 |
| Calmar Ratio | -0.57 |
Company information
Summary
-
Market
GB
Category
Global Large-Cap Blend Equity
Expense Ratio
0.15%
Fund family
-
Morningstar
5
Yield
0.0143
Exchange
LSE
| Sector | Weight |
|---|---|
| Technology | 20.49% |
| Financial services | 15.01% |
| Healthcare | 14.03% |
| Consumer cyclical | 11.01% |
| Industrials | 10.28% |
| Consumer defensive | 7.29% |
| Communication services | 7.06% |
| Energy | 4.56% |
| Basic materials | 3.83% |
| Realestate | 3.06% |
| Utilities | 2.58% |
None
Holdings
| Symbol | Name | Allocation |
|---|---|---|
| AAPL | Apple Inc | 3.77% |
| MSFT | Microsoft Corp | 3.57% |
| AMZN | Amazon.com Inc | 2.61% |
| FB | Facebook Inc Class A | 1.46% |
| GOOG | Alphabet Inc Class C | 1.27% |
| GOOGL | Alphabet Inc Class A | 1.26% |
| TSLA | Tesla Inc | 0.92% |
| NVDA | NVIDIA Corp | 0.84% |
| JPM | JPMorgan Chase & Co | 0.82% |
| JNJ | Johnson & Johnson | 0.76% |
Alternative funds
| Ticker | Name | Isin | Exchange | Expenses | Morningstar | Alpha | Beta |
|---|---|---|---|---|---|---|---|
| 0P000147Q7.L | Vanguard FTSE Developed World ex-U.K. Equity Index Fund Institutional Plus GBP Acc | GB00B59G4Q7 | LSE | 0.15% | 5 | ||
| HFXI | IQ FTSE International Equity Currency Neutral ETF | US45409B560 | PCX | 0.20% | 5 | +4.84 | |
| HLAL | Wahed FTSE USA Shariah ETF | US53656F607 | NGM | 0.50% | 5 | +0.10 | -- |
| VMIG.L | Vanguard FTSE 250 UCITS ETF | IE00BKX55Q2 | LSE | 0.10% | 5 | -- | -- |
| VUKG.L | Vanguard FTSE 100 UCITS ETF | IE00B810Q51 | LSE | 0.09% | 5 | -- | -- |
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.