Kames Global (Ireland) Manager Performance Evaluation

F00000QJYN -- Ireland Fund  

EUR 15.93  0.26  1.66%

The fund secures Beta (Market Risk) of -0.1332 which conveys that as returns on market increase, returns on owning Kames Global are expected to decrease at a much smaller rate. During bear market, Kames Global is likely to outperform the market.. Although it is extremely important to respect Kames Global Equity 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 Global Equity technical indicators you can presently evaluate if the expected return of 0.0687% will be sustainable into the future.
 Time Horizon     30 Days    Login   to change

Kames Global Equity Relative Risk vs. Return Landscape

If you would invest  1,589  in Kames Global Equity Income EUR B Acc H on June 20, 2018 and sell it today you would earn a total of  4.00  from holding Kames Global Equity Income EUR B Acc H or generate 0.25% return on investment over 30 days. Kames Global Equity Income EUR B Acc H is generating 0.0687% of daily returns and assumes 1.2451% volatility on return distribution over the 30 days horizon. Simply put, 11% of equities are less volatile than Kames Global Equity Income EUR B Acc H 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, Kames Global Equity Income EUR B Acc H is expected to generate 2.08 times more return on investment than the market. However, the company is 2.08 times more volatile than its market benchmark. It trades about 0.06 of its potential returns per unit of risk. The DOW is currently generating roughly 0.1 per unit of risk.

Kames Global Current Valuation

Not valued
July 20, 2018
15.93
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Kames Global is Unknown risk asset. Kames Global Equity last-minute Real Value cannot be determined due to lack of data. The latest price of Kames Global Equity is €15.93. Based on Macroaxis valuation methodology, the organization cannot be evaluated at this time. We determine the value of Kames Global Equity 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 Global Market Risk Analysis

Sharpe Ratio = 0.0552
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Kames Global Relative Performance Indicators

Estimated Market Risk
 1.25
  actual daily
 
 89 %
of total potential
  
Expected Return
 0.07
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 0.06
  actual daily
 
 3 %
of total potential
  
Based on monthly moving average Kames Global is performing at about 3% 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 Global by adding it to a well-diversified portfolio.

Performance Rating

Kames Global Equity Income EUR B Acc H Risk Adjusted Performance Analysis
3 

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Kames Global Equity Income EUR B Acc H are ranked lower than 3 (%) of all funds and portfolios of funds over the last 30 days.

Kames Global Alerts

Equity Alerts and Improvement Suggestions
The fund retains about 9.9% of its assets under management (AUM) in cash
Additionally see Investing Opportunities. Please also try Money Flow Index module to determine momentum by analyzing money flow index and other technical indicators.
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