C1U.PA - Risk

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)

16.4% p.a.

5-Year Horizon

Max Drawdown (5Y)

-26.1%

Deepest Drawdown

Sharpe Ratio

0.28

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

42.1%

Focused

Effective Holdings

~40

of 55 holdings

Top Sector

23.1%

Financial Services

Top Region / Country

95.0%

United Kingdom

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

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	—	—	—	+9.2%
3 Years	15.0%	-16.5%	0.87	+15.5%
5 Years	16.4%	-26.1%	0.28	+7%
10 Years	17.4%	-40.0%	0.13	—

🟢 Favorable / fair valuation: Avg P/E of 15.5

Solid fund volume

🟡 Moderate analyst coverage (13.5 analysts)

🔴 High single-country risk: 95% of portfolio in "United Kingdom".

⚠️ Elevated Regulatory & Policy Risk: 50% in heavily regulated industries (defense, regulated utilities, healthcare policy).