Wellington Global (Ireland) Buy Hold or Sell Recommendation

IE00B6WXRZ21 -- Ireland Fund  

USD 11.62  0.06  0.52%

Assuming 30 trading days horizon, and your above average risk tolerance our recommendation regarding Wellington Global Bond USD D Acc H is 'Hold'. Macroaxis provides Wellington Global buy hold or sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding IE00B6WXRZ21 positions. The advice algorithm takes into account all of Wellington Global Bond available fundamental, technical, and predictive indicators you will find on this site. The advice is provided from IE00B6WXRZ21 buy-and-hold prospective. Please also check Wellington Global Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with current analyst consensus.

Time Horizon

Risk Tolerance

Symbol
Execute Advice
Sell Wellington GlobalBuy Wellington Global
Hold

Volatility

Hype Condition

Current Valuation

Odds of Distress

Economic Sensitivity

Analyst Consensus

Currently Unavailable
For the selected time horizon Wellington Global Bond USD D Acc H has a risk adjusted performance of 0.19, jensen alpha of 0.029261, total risk alpha of 0.06, sortino ratio of 0.0 and treynor ratio of 0.5515
This recommendation tool can be used to cross verify current analyst consensus on Wellington Global Bond and to analyze the organization potential to grow in the current economic cycle. Please utilize Wellington Global Bond USD D Acc H Three Year Return and the relationship between Net Asset and Cash Position WeightThree Year Return, Minimum Initial Investment, Bond Positions Weight, as well as the relationship between Net Asset and Cash Position Weight to make buy, hold, or sell decision on Wellington Global Bond.

Returns Distribution Density

Mean Return0.03Value At Risk0.09
Potential Upside0.00Standard Deviation0.11
 Return Density 
      Distribution 

Wellington Global Greeks

α
Alpha over DOW
=0.03
β
Beta against DOW=0.07
σ
Overall volatility
=0.31
Ir
Information ratio =1.44

Wellington Global Volatility Alert

Wellington Global Bond USD D Acc H exhibits very low volatility with skewness of -4.5 and kurtosis of 20.63. However, we advise investors to further study Wellington Global Bond USD D Acc H technical indicators to make sure all market info is available and is reliable.
    
 Better Than Average     
    
 Worse Than Average Compare Wellington Global to competition

Wellington Global Fundamental Vs Peers

FundamentalsWellington GlobalPeer Average
One Year Return4.17 % 2.30 %
Three Year Return2.93 % 3.97 %
Net Asset1.44 B1.37 B
Minimum Initial Investment5 K8.09 M
Cash Position Weight27.60 % 14.48 %
Bond Positions Weight56.05 % 14.72 %

Wellington Global Alerts

Trading Alerts and Improvement Suggestions
The fund retains about 27.6% of its assets under management (AUM) in cash
Please also check Wellington Global Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with current analyst consensus. Please also try Price Ceiling Movement module to calculate and plot price ceiling movement for different equity instruments.
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