KSTR.L - Risk

Risk & Diversification Scores

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

Volatility Risk Score

7/7 Very High

7 / 7 SRI PRIIPs Risk Class

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

Volatility (5Y)

36.9% p.a.

5-Year Horizon

Max Drawdown (5Y)

-64.2%

Deepest Drawdown

Sharpe Ratio

-0.13

Negative (< 0.0)

Rec. Holding Period

10+ Years

Investment Horizon

Speculative / High Risk: Score Basis:

Diversification Score

High Concentration (> 50%)

18 / 100 Portfolio Diversification

4 Dimensions: Holdings (30%) • Sectors (25%) • Industries (25%) • Regions (20%)

High concentration risk: A few heavyweights drive the majority of fund value.

Top 10 Holdings

59.1%

Focused

Effective Holdings

~25

of 46 holdings

Top Sector

91.3%

Technology

Top Region / Country

100.0%

China

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.

Volatility Expansion (3Y > 5Y) High Volatility

Timeframe	Volatility (p.a.)	Max Drawdown	Sharpe Ratio	Return (p.a.)
1 Year	—	—	—	+5.9%
3 Years	41.4%	-34.4%	0.39	+18.6%
5 Years	36.9%	-64.2%	-0.13	-2.2%
10 Years	—	—	—	—

Notes & Warnings

🔴 High valuation risk: Avg P/E of 58.8 (Elevated multiple compression risk)

Solid fund volume

🔴 Low analyst coverage (1.9 analysts, higher growth estimate uncertainty)

⚠️ Elevated top 10 holdings concentration: 59% of fund in top 10 positions.

🔴 High single-country risk: 100% of portfolio in "China".

⚠️ Elevated emerging markets risk: 100% Emerging Markets.

🔴 Severe sector concentration risk: 91% in "Technology".

⚠️ Industry concentration: 47% in "Semiconductors".

ℹ️ Tech-Capex Exposure: 91% in semiconductors & hardware – dependent on hyperscaler capex cycles.

⚠️ Elevated Short-Term Volatility: 3Y volatility (41.4%) is noticeably higher than the 5Y average (36.9%).

🔴 Structurally High Volatility: Above-average fluctuations persist across 5 to 10 years (36.9% p.a.).

⚠️ Historical Stress Test: Maximum peak-to-trough drawdown of -64.2% in the extended horizon.