PUST.PA - Risk

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 (5Y)

20.1% p.a.

5-Year Horizon

Max Drawdown (5Y)

-31.4%

Deepest Drawdown

Sharpe Ratio

0.72

Good (0.5 - 1.0)

Rec. Holding Period

10+ Years

Investment Horizon

Speculative / High Risk: Score Basis:

Diversification Score

High Concentration (> 50%)

68 / 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

54.4%

Focused

Effective Holdings

~30

of 63 holdings

Top Sector

30.0%

Industrials

Top Region / Country

24.0%

Netherlands

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	—	—	—	+28.3%
3 Years	18.7%	-26.8%	1.22	+25.3%
5 Years	20.1%	-31.4%	0.72	+16.9%
10 Years	19.9%	-31.4%	0.91	+20.7%

🟢 Favorable / fair valuation: Avg P/E of 20.7

🟢 Established large fund (> 500M € AUM)

🟡 Moderate analyst coverage (19.1 analysts)

⚠️ Elevated top 10 holdings concentration: 54% of fund in top 10 positions.

⚠️ Sector concentration: 30% in "Industrials".

⚠️ Elevated Economic Cyclicality: 51% in cyclical industries – more vulnerable to economic downturns.

⚠️ Elevated Regulatory & Policy Risk: 51% in heavily regulated industries (defense, regulated utilities, healthcare policy).