Old Mutual (Ireland) Manager Performance Evaluation

F00000J73M -- Ireland Fund  

GBp 965.00  26.00  2.62%

The fund holds Beta of 0.111 which implies as returns on market increase, Old Mutual returns are expected to increase less than the market. However during bear market, the loss on holding Old Mutual will be expected to be smaller as well.. Although it is extremely important to respect Old Mutual Global 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 Global technical indicators you can presently evaluate if the expected return of 0.0% will be sustainable into the future.
Horizon     30 Days    Login   to change

Old Mutual Global Relative Risk vs. Return Landscape

If you would invest  99,100  in Old Mutual Global Bond S GBP on August 20, 2018 and sell it today you would earn a total of  0.00  from holding Old Mutual Global Bond S GBP or generate 0.0% return on investment over 30 days. Old Mutual Global Bond S GBP 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 Global Bond S GBP and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
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Old Mutual Current Valuation

Not valued
September 19, 2018
965.00
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Old Mutual is Unknown risk asset. Old Mutual Global recent Real Value cannot be determined due to lack of data. The prevailing price of Old Mutual Global is p;965.0. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. We determine the value of Old Mutual Global 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
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F00000J73M
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 Performance Rating

Old Mutual Global Bond S GBP Risk Adjusted Performance Analysis

0 

Risk-Adjusted Fund Performance

Over the last 30 days Old Mutual Global Bond S GBP has generated negative risk-adjusted returns adding no value to fund investors.

Old Mutual Alerts

Equity Alerts and Improvement Suggestions

Old Mutual Global generates negative expected return over the last 30 days
The fund retains about 11.96% of its assets under management (AUM) in cash
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