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3Y · NAV total return · GBP
WisdomTree Hedged Metal Securities Limited - WisdomTree Physical Gold - GBP Daily Hedged: holdings, performance and fees
1Y return+21.1%
3Y return+98.3%
5Y return+107.5%
OCF (ongoing charge)0.12%
Top 10 holdings
Holding
Weight
Gold
100.0%
Top sectors
Gold100.0%
Top countries
International100.0%
Holdings, sector and country weightings and performance as reported by FE fundinfo. Weightings are a percentage of the portfolio and may not sum to 100.
AI FORECAST · 12-MONTHPowered by ClaudeFREE PREVIEW
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WisdomTree Hedged Metal Securities Limited - WisdomTree Physical Gold - GBP Daily Hedged concentrates its largest sector exposure in Gold at 100.0%. Top single holding is Gold at 100.0%, with the top 10 positions accounting for 100% of the fund. 1-year return: +21.1%. Position profile is highly concentrated.
This is an illustrative, model-generated scenario based on stated assumptions. It is not a prediction, a forecast of actual returns, or investment advice. Outcomes may differ materially. Past performance is not a guide to future returns. Capital is at risk.
Fetched 180 days of price data for top holdings and country ETF proxies via FMP API.
2
Weighted Composite Returns
Daily returns calculated and weighted by fund allocation percentages to create a synthetic portfolio.
3
Linear Regression Analysis
Ordinary Least Squares (OLS) regression fitted to cumulative returns: ŷ = βx + α
4
Forward Projection
Extended regression line 126 trading days (~6 months) to estimate future performance.
Model Statistics
R² (Coefficient of Determination)
0.85
Daily Rate of Change (β)
+0.071%
Data Points Analyzed
180
Components Weighted
6
This is an illustrative, model-generated scenario based on stated assumptions — not a prediction, a forecast of actual returns, or investment advice. Outcomes may differ materially. Past performance is not a guide to future returns. Capital is at risk.
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