Old Mutual (Ireland) Manager Performance Evaluation

F00000SJT0 -- Ireland Fund  

GBp 1,184  12.00  1.00%

The fund holds Beta of -0.3586 which implies as returns on market increase, returns on owning Old Mutual are expected to decrease at a much smaller rate. During bear market, Old Mutual is likely to outperform the market. Although it is extremely important to respect Old Mutual Local 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 Local 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 Local Relative Risk vs. Return Landscape

If you would invest  118,400  in Old Mutual Local Ccy EM Dbt U2 GBP Acc on February 21, 2019 and sell it today you would earn a total of  0.00  from holding Old Mutual Local Ccy EM Dbt U2 GBP Acc or generate 0.0% return on investment over 30 days. Old Mutual Local Ccy EM Dbt U2 GBP 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 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
March 23, 2019
Market Value
Real Value
Target Odds
Odds Odds
Old Mutual is Unknown risk asset. Old Mutual Local recent Real Value cannot be determined due to lack of data. The prevailing price of Old Mutual Local is p;1184.0. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. Macroaxis essentially determines value of Old Mutual Local from analyzing the fund technical indicators and 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 Performance Rating

Old Mutual Local Ccy EM Dbt U2 GBP Acc Risk Adjusted Performance Analysis


Risk-Adjusted Fund Performance

Over the last 30 days Old Mutual Local Ccy EM Dbt U2 GBP Acc has generated negative risk-adjusted returns adding no value to fund investors.

Old Mutual Alerts

Equity Alerts and Improvement Suggestions

Old Mutual Local is not yet fully synchronised with the market data
The fund retains about 98.71% of its assets under management (AUM) in fixed income securities

Old Mutual Performance Indicators

Old Mutual Local Basic Price Performance Measures

Annual Report Expense Ratio0.94%
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