IUQA.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 (5Y)

16.3% p.a.

5-Year Horizon

Max Drawdown (5Y)

-27.8%

Deepest Drawdown

Sharpe Ratio

0.59

Good (0.5 - 1.0)

Rec. Holding Period

5 - 10+ Years

Investment Horizon

Elevated Risk / Growth: Score Basis:

Diversification Score

Focused (35% – 50%)

68 / 100 Portfolio Diversification

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

Focused weighting: Top holdings drive a major share of fund returns.

Top 10 Holdings

43.6%

Focused

Effective Holdings

~46

of 124 holdings

Top Sector

40.0%

Technology

Top Region / Country

95.7%

United States

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.

High Volatility

Timeframe	Volatility (p.a.)	Max Drawdown	Sharpe Ratio	Return (p.a.)
1 Year	—	—	—	+15.8%
3 Years	13.4%	-18.0%	1.32	+20.2%
5 Years	16.3%	-27.8%	0.59	+12%
10 Years	30.4%	-34.0%	0.39	+14.3%

Notes & Warnings

🟢 Favorable / fair valuation: Avg P/E of 27.0

🟢 Deep market liquidity & capital coverage (Tier 1)

🟢 Established large fund (> 500M € AUM)

🟢 High institutional analyst coverage (28.3 analysts)

⚠️ Sector concentration: 40% in "Technology".

🔴 Growth estimates are hyper-concentrated: Top 3 growth drivers account for 65% of total forward growth.

🔴 Structurally High Volatility: Above-average fluctuations persist across 5 to 10 years (16.3% p.a.).