IWFQ.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)

13.4% p.a.

5-Year Horizon

Max Drawdown (5Y)

-18.0%

Deepest Drawdown

Sharpe Ratio

0.66

Good (0.5 - 1.0)

Rec. Holding Period

5 - 10+ Years

Investment Horizon

Elevated Risk / Growth: Score Basis:

Diversification Score

Focused (35% – 50%)

89 / 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

35%

Focused

Effective Holdings

~73

of 301 holdings

Top Sector

31.8%

Technology

Top Region / Country

69.9%

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.

Stable Long-Term Volatility

Timeframe	Volatility (p.a.)	Max Drawdown	Sharpe Ratio	Return (p.a.)
1 Year	—	—	—	+16.7%
3 Years	11.8%	-18.0%	1.17	+16.3%
5 Years	13.4%	-18.0%	0.66	+11.3%
10 Years	14.2%	-23.9%	0.66	+11.8%

Notes & Warnings

🟢 Favorable / fair valuation: Avg P/E of 23.8

🟢 Excellent global diversification (Score 89/100)

🟢 Deep market liquidity & capital coverage (Tier 1)

🟢 Established large fund (> 500M € AUM)

🟢 High institutional analyst coverage (26.6 analysts)

⚠️ Sector concentration: 32% in "Technology".

⚠️ Growth estimates are concentrated: Top 3 growth drivers account for 56% of forward growth.

⚠️ Elevated Regulatory & Policy Risk: 41% in heavily regulated industries (defense, regulated utilities, healthcare policy).

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