Harding Loevner (Ireland) Buy Hold or Sell Recommendation

F00000WZ4J -- Ireland Fund  

GBp 156.00  2.00  1.30%

Assuming 30 trading days horizon, and your above average risk tolerance our recommendation regarding Harding Loevner Global Equity GBP I is 'Sell'. Macroaxis provides Harding Loevner buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding F00000WZ4J positions. The advice algorithm takes into account all of Harding Loevner Global available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from F00000WZ4J buy-and-hold prospective. Additionally see Harding Loevner Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for muliple equity instruments please use Instant Ratings tool.

Time Horizon

Risk Tolerance

Symbol
Execute Advice
Sell Harding LoevnerBuy Harding Loevner
Sell

Volatility

Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Not Available
For the selected time horizon Harding Loevner Global Equity GBP I has a mean deviation of 0.4628, semi deviation of 0.4854, standard deviation of 0.8712, variance of 0.759, downside variance of 2.19 and semi variance of 0.2356
Macroaxis provides buy, hold, or sell recommendation on Harding Loevner to complement and cross-verify current analyst consensus on Harding Loevner Global. Our buy or sell recommendations engine determines the entity potential to grow exclusively from the prospective of investors current risk tolerance and investing horizon. Please check out Harding Loevner Minimum Initial Investment, Cash Position Weight as well as the relationship between Cash Position Weight and Equity Positions Weight to decide if your Harding Loevner buy or sell deciscion is justified.

Harding Loevner Trading Alerts and Improvement Suggestions

Harding Loevner generates negative expected return over the last 30 days
The fund retains 97.31% of its assets under management (AUM) in equities

Harding Loevner Returns Distribution Density

Mean Return0.08Value At Risk1.8
Potential Upside1.20Standard Deviation0.87
 Return Density 
      Distribution 

Harding Loevner Greeks

α
Alpha over DOW
=0.11
β
Beta against DOW=0.3
σ
Overall volatility
=0.00
Ir
Information ratio =0.04

Harding Loevner Volatility Alert

Harding Loevner Global Equity GBP I has relatively low volatility with skewness of 1.32 and kurtosis of 7.43. However, we advise all investors to independently investigate Harding Loevner Global Equity GBP I to ensure market all accessible information is consistent with the expectations about its upside potential and future risk-adjusted return.
    
 Better Than Average     
    
 Worse Than Average Compare Harding Loevner to competition

Harding Loevner Fundamental Vs Peers

FundamentalsHarding LoevnerPeer Average
Minimum Initial Investment100M976.16K
Cash Position Weight1.85% 10.61%
Equity Positions Weight97.31% 63.90%
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