First State (Ireland) Manager Performance Evaluation

F00000T4D3 -- Ireland Fund  

 12.14  0.12  0.98%

The organization shows Beta (market volatility) of 0.0 which denotes to the fact that the returns on MARKET and First State are completely uncorrelated. Although it is extremely important to respect First State Glbl historical returns, it is better to be realistic regarding the information on equity current trending patterns. The philosophy towards predicting 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 reviewing First State Glbl 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

First State Glbl Relative Risk vs. Return Landscape

If you would invest  1,214  in First State Glbl Listed Infra VI Acc on August 23, 2018 and sell it today you would earn a total of  0.00  from holding First State Glbl Listed Infra VI Acc or generate 0.0% return on investment over 30 days. First State Glbl Listed Infra VI 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 First State Glbl Listed Infra VI Acc and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
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First State Market Risk Analysis

Sharpe Ratio = 0.0
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F00000T4D3
Based on monthly moving average First State 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 First State by adding it to a well-diversified portfolio.

First State Performance Rating

First State Glbl Listed Infra VI Acc Risk Adjusted Performance Analysis

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Risk-Adjusted Fund Performance

Over the last 30 days First State Glbl Listed Infra VI Acc has generated negative risk-adjusted returns adding no value to fund investors.

First State Alerts

Equity Alerts and Improvement Suggestions

First State Glbl generates negative expected return over the last 30 days
Additionally see Investing Opportunities. Please also try Watchlist Optimization module to optimize watchlists to build efficient portfolio or rebalance existing positions based on mean-variance optimization algorithm.
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