RU2K.L - 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 (3Y)

19.1% p.a.

Fallback

Max Drawdown (3Y)

-29.9%

Fallback

Sharpe Ratio

0.48

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

43.1%

Focused

Effective Holdings

~49

of 186 holdings

Top Sector

46.3%

Technology

Top Region / Country

96.7%

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.

Timeframe	Volatility (p.a.)	Max Drawdown	Sharpe Ratio	Return (p.a.)
1 Year	—	—	—	+14.4%
3 Years	19.1%	-29.9%	0.48	—
5 Years	—	—	—	—
10 Years	—	—	—	—

🔴 High valuation risk: Avg P/E of 92.0 (Elevated multiple compression risk)

🟢 Deep market liquidity & capital coverage (Tier 1)

Solid fund volume

🟢 High institutional analyst coverage (22.3 analysts)

⚠️ Sector concentration: 46% in "Technology".