Old Mutual (Ireland) Manager Performance Evaluation

F000001V0M -- Ireland Fund  

GBp 1,639  24.00  1.44%

The fund holds Beta of -67.8836 which implies as returns on market increase, returns on owning Old Mutual are expected to decrease by larger amounts. On the other hand, during market turmoil, Old Mutual is expected to significantly outperform it. Although it is extremely important to respect Old Mutual European current trending patterns, it is better to be realistic regarding the information on equity existing price patterns. The philosophy towards forecasting 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 Old Mutual European technical indicators you can presently evaluate if the expected return of 0.0% will be sustainable into the future.

Risk-Adjusted Fund Performance

Over the last 30 days Old Mutual European Best Ideas has generated negative risk-adjusted returns adding no value to fund investors. Despite somewhat strong basic indicators, Old Mutual is not utilizing all of its potentials. The current stock price disturbance, may contribute to short term losses for the investors.
Fifty Two Week Low19.6150
Fifty Two Week High19.6150
Annual Report Expense Ratio2.55%
Horizon     30 Days    Login   to change

Old Mutual European Relative Risk vs. Return Landscape

If you would invest  163,900  in Old Mutual European Best Ideas on May 17, 2019 and sell it today you would earn a total of  0.00  from holding Old Mutual European Best Ideas or generate 0.0% return on investment over 30 days. Old Mutual European Best Ideas is generating negative expected returns and assumes 0.0% volatility on return distribution over the 30 days horizon. Simply put, 0% of equities are less volatile than Old Mutual and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 

Old Mutual Current Valuation

Not valued
June 16, 2019
Market Value
Real Value
Old Mutual is Unknown risk asset. Old Mutual European recent Real Value cannot be determined due to lack of data. The prevailing price of Old Mutual European is p;1639.0. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. We determine the value of Old Mutual European from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support investing in undervalued entities and to dispose of overvalued entities since at some point stocks prices and their ongoing real values will merge together.

Old Mutual Market Risk Analysis

Sharpe Ratio = 0.0
Good Returns
Average Returns
Small Returns
Based on monthly moving average Old Mutual is performing at about 0% 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 Old Mutual by adding it to a well-diversified portfolio.

Old Mutual Alerts

Equity Alerts and Improvement Suggestions

Old Mutual European is not yet fully synchronised with the market data
The fund retains about 8.56% of its assets under management (AUM) in cash
Additionally see Investing Opportunities. Please also try Insider Screener module to find insiders across different sectors to evaluate their impact on performance.
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