Waverton Cautiousome (Ireland) Manager Performance Evaluation

F00000U4I2 -- Ireland Fund  

GBp 1,043  10.00  0.95%

The entity maintains market beta of -0.0185 which attests that as returns on market increase, returns on owning Waverton Cautiousome are expected to decrease at a much smaller rate. During bear market, Waverton Cautiousome is likely to outperform the market. Although it is extremely important to respect Waverton Cautiousome historical price patterns, it is better to be realistic regarding the information on equity current price history. The philosophy towards determining 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 examining Waverton Cautiousome technical indicators you can presently evaluate if the expected return of 0.0% will be sustainable into the future.

Risk-Adjusted Fund Performance

Over the last 30 days Waverton Cautiousome P GBP has generated negative risk-adjusted returns adding no value to fund investors. In spite of comparatively unchanging essential indicators, Waverton Cautiousome is not utilizing all of its potentials. The new stock price uproar, may contribute to short-term losses for the leadership.
Horizon     30 Days    Login   to change

Waverton Cautiousome Relative Risk vs. Return Landscape

If you would invest  104,300  in Waverton Cautiousome P GBP on April 27, 2019 and sell it today you would earn a total of  0.00  from holding Waverton Cautiousome P GBP or generate 0.0% return on investment over 30 days. Waverton Cautiousome P 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 Waverton Cautiousome and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
 Daily Expected Return (%) 
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Waverton Cautiousome Current Valuation

Not valued
May 27, 2019
Market Value
Real Value
Waverton Cautiousome is Unknown risk asset. Waverton Cautiousome prevalent Real Value cannot be determined due to lack of data. The last-minute price of Waverton Cautiousome is p;1043.0. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. We determine the value of Waverton Cautiousome from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage to purchase undervalued securities and to sell overvalued securities since at some point equities prices and their ongoing real values will grow together.

Waverton Cautiousome Market Risk Analysis

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

Waverton Cautiousome Alerts

Equity Alerts and Improvement Suggestions

Waverton Cautiousome is not yet fully synchronised with the market data
The fund retains about 18.4% of its assets under management (AUM) in cash
Additionally see Investing Opportunities. Please also try Volatility Analysis module to get historical volatility and risk analysis based on latest market data.
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