INQQ.L - Risk

Risk & Diversification Scores

Transparent evaluation of price volatility (SRI) and 4-dimensional portfolio diversification.

Volatility Risk Score

5/7 Elevated

5 / 7 SRI PRIIPs Risk Class

Above-average volatility. Suitable for experienced investors with high risk tolerance (5+ years horizon).

Volatility (3Y)

18.4% p.a.

Fallback

Max Drawdown (3Y)

-33.9%

Fallback

Sharpe Ratio

-0.09

Negative (< 0.0)

Rec. Holding Period

5 - 10+ Years

Investment Horizon

Elevated Risk / Growth: Score Basis:

Diversification Score

High Concentration (> 50%)

48 / 100 Portfolio Diversification

4 Dimensions: Holdings (30%) • Sectors (25%) • Industries (25%) • Regions (20%)

High concentration risk: A few heavyweights drive the majority of fund value.

Top 10 Holdings

62.1%

Focused

Effective Holdings

~21

of 27 holdings

Top Sector

38.6%

Consumer Cyclical

Top Region / Country

100.0%

India

Elevated concentration in top individual holdings, leading sectors, or key regions.

Multi-Horizon Risk & Performance Matrix

Historical volatility, drawdowns, and risk-adjusted return across 1, 3, 5, and 10 years.

Timeframe	Volatility (p.a.)	Max Drawdown	Sharpe Ratio	Return (p.a.)
1 Year	—	—	—	-18.7%
3 Years	18.4%	-33.9%	-0.09	—
5 Years	—	—	—	—
10 Years	—	—	—	—

Notes & Warnings

🔴 High valuation risk: Avg P/E of 66.8 (Elevated multiple compression risk)

⚠️ Fund closure risk (< 50M € AUM)

🟡 Moderate analyst coverage (15.6 analysts)

🔴 Extreme top 10 holdings concentration: 62% of fund in top 10 positions.

🔴 High single-country risk: 100% of portfolio in "India".

⚠️ Elevated emerging markets risk: 100% Emerging Markets.

⚠️ Sector concentration: 39% in "Consumer Cyclical".

⚠️ Elevated Regulatory & Policy Risk: 40% in heavily regulated industries (defense, regulated utilities, healthcare policy).