BUYB.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)

16.1% p.a.

5-Year Horizon

Max Drawdown (5Y)

-27.9%

Deepest Drawdown

Sharpe Ratio

0.36

Moderate (0.0 - 0.5)

Rec. Holding Period

5 - 10+ Years

Investment Horizon

Elevated Risk / Growth: Score Basis:

Diversification Score

Focused (35% – 50%)

86 / 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

37.1%

Focused

Effective Holdings

~68

of 429 holdings

Top Sector

37.0%

Financial Services

Top Region / Country

56.1%

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.

Timeframe	Volatility (p.a.)	Max Drawdown	Sharpe Ratio	Return (p.a.)
1 Year	—	—	—	+12.4%
3 Years	14.1%	-16.9%	1.17	+18.9%
5 Years	16.1%	-27.9%	0.36	+8.4%
10 Years	16.8%	-39.1%	0.46	+10.3%

Notes & Warnings

🟢 Favorable / fair valuation: Avg P/E of 14.5

🟢 Excellent global diversification (Score 86/100)

🟢 Deep market liquidity & capital coverage (Tier 1)

Solid fund volume

🟡 Moderate analyst coverage (17.1 analysts)

⚠️ Sector concentration: 37% in "Financial Services".

⚠️ Growth estimates are concentrated: Top 3 growth drivers account for 58% of forward growth.

⚠️ Elevated Commodity Sensitivity: 16% of fund depends directly on energy and raw material prices (oil, metals, basic materials).

⚠️ Elevated Economic Cyclicality: 63% in cyclical industries – more vulnerable to economic downturns.

⚠️ Elevated Interest Rate Sensitivity: 49% in rate-sensitive or leverage-heavy industries (real estate, banks, utilities).

⚠️ Elevated Regulatory & Policy Risk: 66% in heavily regulated industries (defense, regulated utilities, healthcare policy).