Kames Investment (Ireland) Manager Performance Evaluation

F00000PJO4 -- Ireland Fund  

USD 11.94  0.06  0.50%

The fund secures Beta (Market Risk) of -0.0094 which conveys that as returns on market increase, returns on owning Kames Investment are expected to decrease at a much smaller rate. During bear market, Kames Investment is likely to outperform the market.. Although it is extremely important to respect Kames Investment Grd price patterns, it is better to be realistic regarding the information on equity historical price patterns. The philosophy towards estimating 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 Kames Investment Grd 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

Kames Investment Grd Relative Risk vs. Return Landscape

If you would invest  1,194  in Kames Investment Grd Glbl Bd A USD Acc on November 12, 2018 and sell it today you would earn a total of  0.00  from holding Kames Investment Grd Glbl Bd A USD Acc or generate 0.0% return on investment over 30 days. Kames Investment Grd Glbl Bd A USD Acc 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 Kames Investment Grd Glbl Bd A USD Acc and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 

Kames Investment Current Valuation

Not valued
December 12, 2018
Market Value
Real Value
Target Odds
Kames Investment is Unknown risk asset. Kames Investment Grd last-minute Real Value cannot be determined due to lack of data. The latest price of Kames Investment Grd is $11.94. Based on Macroaxis valuation methodology, the organization cannot be evaluated at this time. We determine the value of Kames Investment Grd from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend to purchase undervalued stocks and to get rid of overvalued stocks since at some point entities prices and their ongoing real values will merge together.

Kames Investment Market Risk Analysis

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

Kames Investment Performance Rating

Kames Investment Grd Glbl Bd A USD Acc Risk Adjusted Performance Analysis


Risk-Adjusted Fund Performance

Over the last 30 days Kames Investment Grd Glbl Bd A USD Acc has generated negative risk-adjusted returns adding no value to fund investors.

Kames Investment Alerts

Equity Alerts and Improvement Suggestions

Kames Investment Grd is not yet fully synchronised with the market data
The fund retains about 40.9% of its assets under management (AUM) in cash

Kames Investment Performance Indicators

Kames Investment Grd Basic Price Performance Measures

Annual Report Expense Ratio1.44%
Additionally see Investing Opportunities. Please also try Portfolio Diagnostics module to use generated alerts and portfolio events aggregator to diagnose current holdings.
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