SPW Strategic (Ireland) Manager Performance Evaluation

F00000OAVU -- Ireland Fund  

GBp 105.00  0.00  0.00%

The entity has beta of -0.1767 which indicates as returns on market increase, returns on owning SPW Strategic are expected to decrease at a much smaller rate. During bear market, SPW Strategic is likely to outperform the market.. Although it is extremely important to respect SPW Strategic Invmt current price movements, it is better to be realistic regarding the information on equity historical returns. The approach into measuring 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 evaluating SPW Strategic Invmt technical indicators you can currently evaluate if the expected return of 0.0% will be sustainable into the future.
Horizon     30 Days    Login   to change

SPW Strategic Invmt Relative Risk vs. Return Landscape

If you would invest  10,500  in SPW Strategic Invmt Grd Bd A GBP on November 14, 2018 and sell it today you would earn a total of  0.00  from holding SPW Strategic Invmt Grd Bd A GBP or generate 0.0% return on investment over 30 days. SPW Strategic Invmt Grd Bd A 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 SPW Strategic Invmt Grd Bd A GBP and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 

SPW Strategic Current Valuation

Not valued
December 14, 2018
Market Value
Real Value
Target Odds
SPW Strategic is Unknown risk asset. SPW Strategic Invmt current Real Value cannot be determined due to lack of data. The regular price of SPW Strategic Invmt is p;105.0. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. We determine the value of SPW Strategic Invmt from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend to buy undervalued stocks and to dispose of overvalued stocks since at some point in time securities prices and their ongoing real values will draw towards each other.

SPW Strategic Market Risk Analysis

Sharpe Ratio = 0.0
Good Returns
Average Returns
Small Returns
Based on monthly moving average SPW Strategic 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 SPW Strategic by adding it to a well-diversified portfolio.

SPW Strategic Performance Rating

SPW Strategic Invmt Grd Bd A GBP Risk Adjusted Performance Analysis


Risk-Adjusted Fund Performance

Over the last 30 days SPW Strategic Invmt Grd Bd A GBP has generated negative risk-adjusted returns adding no value to fund investors.

SPW Strategic Alerts

Equity Alerts and Improvement Suggestions

SPW Strategic Invmt is not yet fully synchronised with the market data
The fund retains about 43.63% of its assets under management (AUM) in cash

SPW Strategic Performance Indicators

SPW Strategic Invmt Basic Price Performance Measures

Annual Report Expense Ratio1.10%
Additionally see Investing Opportunities. Please also try Correlation Analysis module to reduce portfolio risk simply by holding instruments which are not perfectly correlated.
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