Regnan Uk Umbrella Fund Quote
| REGIX Fund | USD 6.78 0.09 1.35% |
Performance0 of 100
| Odds Of DistressLess than 21
|
Regnan Uk is trading at 6.78 as of the 24th of November 2024; that is 1.35 percent up since the beginning of the trading day. The fund's open price was 6.69. Regnan Uk has about a 21 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Regnan Uk Umbrella are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of December 2022 and ending today, the 24th of November 2024. Click here to learn more.
The fund invests primarily in a high-conviction global equity portfolio of companies the adviser believes have the potential to contribute solutions to the worlds major social and environmental challenges. The fund invests, under normal circumstances, at least 80 percent of its net assets in equity securities of companies that the adviser believes satisfy its criteria for positive social or environmental impact.. More on Regnan Uk Umbrella
Moving against Regnan Mutual Fund
Regnan Mutual Fund Highlights
| Fund Concentration | JOHCM Funds, Large Funds, World Small/Mid Stock Funds, World Small/Mid Stock, JOHCM Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
Regnan Uk Umbrella [REGIX] is traded in USA and was established 24th of November 2024. Regnan Uk is listed under JOHCM Funds category by Fama And French industry classification. The fund is listed under World Small/Mid Stock category and is part of JOHCM Funds family. Regnan Uk Umbrella at this time has accumulated 7.61 M in assets with minimum initial investment of 1000 K. with the current yeild of 0.01%.
Check Regnan Uk Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Regnan Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Regnan Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Regnan Uk Umbrella Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Regnan Uk Umbrella Mutual Fund Constituents
| AQUA | Evoqua Water Technologies | Stock | Industrials | |
| PTC | PTC Inc | Stock | Information Technology |
Regnan Uk Umbrella Risk Profiles
| Mean Deviation | 0.6948 | |||
| Standard Deviation | 0.881 | |||
| Variance | 0.7762 | |||
| Risk Adjusted Performance | (0.10) |
Regnan Uk Against Markets
Other Information on Investing in Regnan Mutual Fund
Regnan Uk financial ratios help investors to determine whether Regnan Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Regnan with respect to the benefits of owning Regnan Uk security.
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