Aviva Invesco (Ireland) Manager Performance Evaluation

F0000007YJ -- Ireland Fund  

GBp 4,944  29.00  0.59%

The organization shows Beta (market volatility) of 0.0 which signifies that the returns on MARKET and Aviva Invesco are completely uncorrelated. Although it is extremely important to respect Aviva Invesco Perpetual historical returns, it is better to be realistic regarding the information on equity current trending patterns. The philosophy towards foreseeing future performance of any fund is to evaluate the business as a whole together with its past performance including all available fundamental and technical indicators. By analyzing Aviva Invesco Perpetual technical indicators you can presently evaluate if the expected return of 0.0405% will be sustainable into the future.
Horizon     30 Days    Login   to change

Aviva Invesco Perpetual Relative Risk vs. Return Landscape

If you would invest  493,800  in Aviva Invesco Perpetual UK SmCo Eq Int on November 12, 2018 and sell it today you would earn a total of  600.00  from holding Aviva Invesco Perpetual UK SmCo Eq Int or generate 0.12% return on investment over 30 days. Aviva Invesco Perpetual UK SmCo Eq Int is generating 0.0405% of daily returns and assumes 0.0701% volatility on return distribution over the 30 days horizon. Simply put, 0% of equities are less volatile than Aviva Invesco Perpetual UK SmCo Eq Int and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming 30 trading days horizon, Aviva Invesco Perpetual UK SmCo Eq Int is expected to generate 0.05 times more return on investment than the market. However, the company is 18.6 times less risky than the market. It trades about 0.58 of its potential returns per unit of risk. The DOW is currently generating roughly -0.05 per unit of risk.

Aviva Invesco Current Valuation

Not valued
December 12, 2018
4,944
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Aviva Invesco is Unknown risk asset. Aviva Invesco Perpetual prevailing Real Value cannot be determined due to lack of data. The current price of Aviva Invesco Perpetual is p;4944.0. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of Aviva Invesco Perpetual from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor to go long with undervalued instruments and to trade away overvalued instruments since at some point assets prices and their ongoing real values will blend.

Aviva Invesco Market Risk Analysis

Sharpe Ratio = 0.5774
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Based on monthly moving average Aviva Invesco is performing at about 38% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Aviva Invesco by adding it to a well-diversified portfolio.

Aviva Invesco Performance Rating

Aviva Invesco Perpetual UK SmCo Eq Int Risk Adjusted Performance Analysis

38

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Aviva Invesco Perpetual UK SmCo Eq Int are ranked lower than 38 (%) of all funds and portfolios of funds over the last 30 days.

Aviva Invesco Alerts

Equity Alerts and Improvement Suggestions

Aviva Invesco is not yet fully synchronised with the market data
The fund retains 97.82% of its assets under management (AUM) in equities

Aviva Invesco Performance Indicators

Aviva Invesco Perpetual Basic Price Performance Measures

Fifty Two Week Low51.4820
Fifty Two Week High55.7680
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