Macroaxis: Personalized Investing
Simple Personalized Investing

SP 500   1,655   13.81  Index Moved Down -0.83%
GB00B0BG5560 GB00B60T5K38 GB00B60 GB0030679160 Precious Metals Communication Consumption Beers 
United States GSPC USD ...  |  Macroaxis Daily Picks


Processing
Collecting data for F0GBR04L1I

Skandia quote and profile

 
 Companies |  Insiders  | Dashboard  
     
12.16
  
FUND
0.04  Macroaxis: 0.33 Up   0.33%  
May 22 2013 

Diversification Suggestion

Use Skandia to enhance returns of your portfolios. The fund experiences normal upward fluctuation
Analyze Skandia Fidelity Global Trend or Check current 30 days Skandia correlation with market (S&P 500)
1 Month Beta 0.14  
Highest Price:  
Lowest Price:  
13.98  
13.26  
May 08 2013 
April 22 2013 
As returns on market increase, Skandia returns are expected to increase less than the market. However during bear market, the loss on holding Skandia will be expected to be smaller as well.
Skandia Fidelity Global Focus Small BetaSkandia Fidelity Global Beta Legend
F0GBR04L1I United Kingdom London
Skandia Fidelity Global Focus
FIL Investments International
Global Large-Cap Growth Equity
Benchmark S&P 500
Currency: EUR - Euro
Traded on London Stock Exchange
    
Number of Employees1
Net Asset35.75 M
 United Kingdom FTSE   0.53 % Macroaxis: 0.53 Moved Up  
 
 thisGreen F0GBR04L1I F0GBR04L1I.L agains markets  0.33 % Macroaxis: 0.33 Moved Up  
 
 United States SP 500   0.83 % Macroaxis: 0.83 Moved Down  
 
Compare to Competition Get Alpha   Get Advice
    
    

Skandia Price and Market Media

The median price of Skandia for the period between Mon, Apr 22, 2013 and Wed, May 22, 2013 is 13.67 with a coefficient of variation of 1.46. The daily time series for the period is distributed with a sample standard deviation of 0.2, arithmetic mean of 13.64, and mean deviation of 0.14. The Fund did not receive any noticable media coverage during the period.
Skandia         SP 500
Price Growth (%)
 

Skandia Summary

Skandia Fidelity Global Focus [F0GBR04L1I] is traded in UK and was established in March 19, 1998. The fund is listed under Global Large-Cap Growth Equity category and is part of FIL Investments International family. This fund currently has accumulated 35.75 M in assets under management (AUM) with minimum initial investment of . Skandia Fidelity Global Focus is currenly generating return of 6.13%, while the total return for the last 3 years was 14.6%.
Past Market
Over 30
Days
25
Out Of
100
 
Chance of
Less
Than
%
 
Follow Skandia with Macroaxis syndicated feed, custom widget, or your favorite custom stock ticker
Add To Reader
 
Add Skandia to your reader
 

Skandia Research Report

Skandia vs. Baillie

Correlation analysis and fundamentals comparison between Skandia Fidelity Global and Baillie Gifford Long

Skandia Asset Under Management

Skandia Fidelity Global Focus is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Global Large-Cap Growth Equity category is currently estimated at about 10.17 Billion. Skandia adds roughly 35.75 Million in net asset claiming only tiny portion of all funds under Global Large-Cap Growth Equity category.

Skandia Fundamentals

Five Year Return vs One Year Return
Three Year Return vs Net Asset
Five Year Return vs Year to Date Return
Ten Year Return vs Net Asset

Skandia vs Competition

Skandia vs. Baillie Gifford Long Term Glbl Gr B
Skandia vs. Neptune Global Equity A EUR Acc
Skandia vs. Neptune Global Equity B USD Acc
Skandia vs. Neptune Global Equity B Acc
Skandia vs. Threadneedle Glbl Select Ret Net USD
Skandia vs. BNY Mellon LT Glbl Eq Inst Net Acc
Skandia vs. BNY Mellon LT Glbl Eq GBP
Skandia vs. F C Institutional Global Eq 4 Acc
Skandia vs. Henderson International A
Skandia vs. F C Global Thematic Opportunities 1

Skandia May 22 2013 Opportunity Range

Downside Deviation0.5643
Information Ratio0.1061
Maximum Drawdown1.94
Value At Risk(0.64)
Potential Upside1.67

 
Analytics
Risk Adjusted Returns Landscape
Live Efficient Frontier
Market Correlation Analysis
Watchlist Analysis
Financial Content
Portfolio Estimation and Projections
Portfolio Theme Builder
 
 
Research Modules
Equities Backtesting Analysis
Instant Retirement Optimizer
Cross-portfolio RSS and Mobile Access
Company, fund, and ETF Directory
Financial Advisor Directory
Insider and Manager Directory
Wealth Management
 Gadgets, Widgets, and Apps          
  
 
Services And Technology
Frequently Asked Questions
Quick Product Tour
Product Technology Overview
Solution Methodology
Plans and Pricing
 
Free Investor Tools
World Market Correlations
Instant Equity Comparator
Watchlist Analysis
Position Suggestions
Equity Alpha Analysis
 
About Us
About Macroaxis
Contact Us
Product Terms Of Use
Service Privacy Policy
Advertising Opportunities
Content

Thanks for checking out Macroaxis

Tell us what you like and what you don't like. We promise we'll not only listen but write you back

Contact Us
Macroaxis is user-driven community of investors. We appreciate any feedback or comment you can provide. Please fill out our quick survey to help us provide your with a better service and user experience

Fill Out Quick Survey
Most of the functionality on our site is free to use. However we do provide premium service to sophisticated investors. Our premium subscription will give you unprecedented capabilities to optimize your portfolios using robust financial analysis toolkit, fast mean-variance optimization engine, and proven portfolio theory

Go Premium