OP4E.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 (5Y)

13.5% p.a.

5-Year Horizon

Max Drawdown (5Y)

-17.1%

Deepest Drawdown

Sharpe Ratio

0.38

Moderate (0.0 - 0.5)

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

37.8%

Focused

Effective Holdings

~54

of 104 holdings

Top Sector

29.1%

Healthcare

Top Region / Country

44.5%

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.

Stable Long-Term Volatility

Timeframe	Volatility (p.a.)	Max Drawdown	Sharpe Ratio	Return (p.a.)
1 Year	—	—	—	+7.5%
3 Years	12.8%	-17.1%	0.63	+10.6%
5 Years	13.5%	-17.1%	0.38	+7.6%
10 Years	15.0%	-34.2%	0.33	—

Notes & Warnings

🟢 Favorable / fair valuation: Avg P/E of 18.0

Solid fund volume

🟡 Moderate analyst coverage (15.8 analysts)

⚠️ Single-country focus: 45% in "United Kingdom".

⚠️ Elevated Regulatory & Policy Risk: 64% in heavily regulated industries (defense, regulated utilities, healthcare policy).

🟢 Strong Defensive Buffer: 52% in crisis-resilient, non-cyclical sectors (consumer staples, healthcare, utilities).

🟢 Strong Long-Term Stability: The asset exhibits consistently low volatility across 5 and 10 years (<16% p.a.).