WTEL.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)

19.8% p.a.

5-Year Horizon

Max Drawdown (5Y)

-42.9%

Deepest Drawdown

Sharpe Ratio

0.37

Moderate (0.0 - 0.5)

Rec. Holding Period

5 - 10+ Years

Investment Horizon

Elevated Risk / Growth: Score Basis:

Diversification Score

High Concentration (> 50%)

14 / 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

77%

Focused

Effective Holdings

~17

of 60 holdings

Top Sector

97.5%

Communication Services

Top Region / Country

82.2%

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.

Timeframe	Volatility (p.a.)	Max Drawdown	Sharpe Ratio	Return (p.a.)
1 Year	—	—	—	+6.7%
3 Years	17.6%	-19.1%	1.27	+24.8%
5 Years	19.8%	-42.9%	0.37	+9.8%
10 Years	18.1%	-44.7%	0.47	+11%

Notes & Warnings

🟢 Favorable / fair valuation: Avg P/E of 16.4

🟢 Deep market liquidity & capital coverage (Tier 1)

Solid fund volume

🟢 High institutional analyst coverage (31.3 analysts)

🔴 Extreme top 10 holdings concentration: 77% of fund in top 10 positions.

🔴 Severe sector concentration risk: 97% in "Communication Services".

🔴 Extreme industry concentration: 55% in "Internet Content & Information".

🔴 Growth estimates are hyper-concentrated: Top 3 growth drivers account for 76% of total forward growth.

⚠️ Elevated Regulatory & Policy Risk: 81% in heavily regulated industries (defense, regulated utilities, healthcare policy).

⚠️ Historical Stress Test: Maximum peak-to-trough drawdown of -44.7% in the extended horizon.