HMUS.L - Risk

Transparent evaluation of price volatility (SRI) and 4-dimensional portfolio diversification.

Volatility Risk Score

6/7 High

6 / 7 SRI PRIIPs Risk Class

Very high volatility or fundamental risks. Significant loss potential; strictly for aggressive investors.

Volatility (5Y)

23.6% p.a.

5-Year Horizon

Max Drawdown (5Y)

-27.9%

Deepest Drawdown

Sharpe Ratio

0.39

Moderate (0.0 - 0.5)

Rec. Holding Period

10+ Years

Investment Horizon

Speculative / High Risk: 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

44.5%

Focused

Effective Holdings

~44

of 117 holdings

Top Sector

40.1%

Technology

Top Region / Country

96.0%

United States

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.

Volatility Expansion (3Y > 5Y)

Timeframe	Volatility (p.a.)	Max Drawdown	Sharpe Ratio	Return (p.a.)
1 Year	—	—	—	+16.8%
3 Years	27.4%	-27.9%	0.56	+17.7%
5 Years	23.6%	-27.9%	0.39	+11.8%
10 Years	23.1%	-27.9%	0.44	+12.7%

🟢 Favorable / fair valuation: Avg P/E of 27.3

🟢 Deep market liquidity & capital coverage (Tier 1)

Solid fund volume

🟢 High institutional analyst coverage (28.5 analysts)

⚠️ Sector concentration: 40% in "Technology".

🔴 Growth estimates are hyper-concentrated: Top 3 growth drivers account for 66% of total forward growth.