Sanlam FOUR (Ireland) Manager Performance Evaluation

F00000VC9J -- Ireland Fund  

GBp 1,441  10.00  0.70%

The entity has beta of 0.2653 which indicates as returns on market increase, Sanlam FOUR returns are expected to increase less than the market. However during bear market, the loss on holding Sanlam FOUR will be expected to be smaller as well.. Although it is vital to follow to Sanlam FOUR Stable current price movements, it is good to be conservative about what you can actually do with the information regarding equity historical returns. The philosophy towards measuring 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 inspecting Sanlam FOUR Stable technical indicators you can presently evaluate if the expected return of 0.3281% will be sustainable into the future.
Horizon     30 Days    Login   to change

Sanlam FOUR Stable Relative Risk vs. Return Landscape

If you would invest  141,300  in Sanlam FOUR Stable Global Eq A GBP Acc on September 18, 2018 and sell it today you would earn a total of  2,800  from holding Sanlam FOUR Stable Global Eq A GBP Acc or generate 1.98% return on investment over 30 days. Sanlam FOUR Stable Global Eq A GBP Acc is generating 0.3281% of daily returns and assumes 0.3631% volatility on return distribution over the 30 days horizon. Simply put, 3% of equities are less volatile than Sanlam FOUR Stable Global Eq A GBP Acc and 94% 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, Sanlam FOUR Stable Global Eq A GBP Acc is expected to generate 0.34 times more return on investment than the market. However, the company is 2.94 times less risky than the market. It trades about 0.9 of its potential returns per unit of risk. The DOW is currently generating roughly -0.08 per unit of risk.

Sanlam FOUR Current Valuation

Not valued
October 18, 2018
Market Value
Real Value
Target Odds
Sanlam FOUR is Unknown risk asset. Sanlam FOUR Stable current Real Value cannot be determined due to lack of data. The regular price of Sanlam FOUR Stable is p;1441.0. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. We determine the value of Sanlam FOUR Stable from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend to buy undervalued stocks and to dispose of overvalued stocks since at some point securities prices and their ongoing real values will draw towards each other.

Sanlam FOUR Market Risk Analysis

Sharpe Ratio = 0.9036
Good Returns
Average Returns
Small ReturnsF00000VC9J
Negative Returns

Sanlam FOUR Relative Performance Indicators

Estimated Market Risk
  actual daily
 97 %
of total potential
Expected Return
  actual daily
 6 %
of total potential
Risk-Adjusted Return
  actual daily
 59 %
of total potential
Based on monthly moving average Sanlam FOUR is performing at about 59% 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 Sanlam FOUR by adding it to a well-diversified portfolio.

Sanlam FOUR Performance Rating

Sanlam FOUR Stable Global Eq A GBP Acc Risk Adjusted Performance Analysis


Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Sanlam FOUR Stable Global Eq A GBP Acc are ranked lower than 59 (%) of all funds and portfolios of funds over the last 30 days.

Sanlam FOUR Alerts

Equity Alerts and Improvement Suggestions

Sanlam FOUR Stable is not yet fully synchronised with the market data
The fund retains 95.99% of its assets under management (AUM) in equities

Sanlam FOUR Performance Indicators

Sanlam FOUR Stable Basic Price Performance Measures

Annual Report Expense Ratio0.00%
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