LHKG.DE - Risk

Risk & Diversification Scores

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

Volatility Risk Score

6/7 High

6 / 7 SRI PRIIPs Risk Class

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

Volatility (3Y)

24.7% p.a.

Fallback

Max Drawdown (3Y)

-23.6%

Fallback

Sharpe Ratio

0.11

Moderate (0.0 - 0.5)

Rec. Holding Period

10+ Years

Investment Horizon

Speculative / High Risk: Score Basis:

Diversification Score

High Concentration (> 50%)

48 / 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

59.7%

Focused

Effective Holdings

~27

of 167 holdings

Top Sector

31.2%

Consumer Cyclical

Top Region / Country

90.0%

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.

Timeframe	Volatility (p.a.)	Max Drawdown	Sharpe Ratio	Return (p.a.)
1 Year	—	—	—	-18.1%
3 Years	24.7%	-23.6%	0.11	+5.1%
5 Years	—	—	—	—
10 Years	—	—	—	—

Notes & Warnings

🟢 Favorable / fair valuation: Avg P/E of 13.2

🟢 Established large fund (> 500M € AUM)

🟡 Moderate analyst coverage (16 analysts)

⚠️ Elevated top 10 holdings concentration: 60% of fund in top 10 positions.

🔴 High single-country risk: 90% of portfolio in "China".

⚠️ Elevated emerging markets risk: 100% Emerging Markets.

⚠️ Sector concentration: 31% in "Consumer Cyclical".

🔴 Growth estimates are hyper-concentrated: Top 3 growth drivers account for 75% of total forward growth.

⚠️ Elevated Economic Cyclicality: 61% in cyclical industries – more vulnerable to economic downturns.

⚠️ Elevated Regulatory & Policy Risk: 48% in heavily regulated industries (defense, regulated utilities, healthcare policy).