OIGS.DE - 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)

19.5% p.a.

Fallback

Max Drawdown (3Y)

-22.6%

Fallback

Sharpe Ratio

1.18

Excellent (> 1.0)

Rec. Holding Period

5 - 10+ Years

Investment Horizon

Elevated Risk / Growth: Score Basis:

Diversification Score

High Concentration (> 50%)

28 / 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

87.9%

Focused

Effective Holdings

~13

of 21 holdings

Top Sector

69.7%

Energy

Top Region / Country

29.6%

United Kingdom

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	—	—	—	+45.7%
3 Years	19.5%	-22.6%	1.18	—
5 Years	—	—	—	—
10 Years	—	—	—	—

Notes & Warnings

🟢 Favorable / fair valuation: Avg P/E of 15.3

Solid fund volume

🟡 Moderate analyst coverage (17.2 analysts)

🔴 Extreme top 10 holdings concentration: 88% of fund in top 10 positions.

🔴 Severe sector concentration risk: 70% in "Energy".

🔴 Extreme industry concentration: 56% in "Oil & Gas Integrated".

🔴 Growth estimates are hyper-concentrated: Top 3 growth drivers account for 80% of total forward growth.

🔴 High Commodity Concentration: 71% of fund depends directly on volatile energy and raw material markets.

🔴 Dominant Cyclicality: 96% in cyclical industries – higher drawdown risk in recessions.

⚠️ Elevated Regulatory & Policy Risk: 66% in heavily regulated industries (defense, regulated utilities, healthcare policy).