|F00000VCH1 -- Ireland Fund|| |
GBp 1,083 4.00 0.37%
The fund holds Beta of -0.2954 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 Global
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 Global 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 Old Mutual Global Bond U1 GBP has generated negative risk-adjusted returns adding no value to fund investors. Inspite fairly stable primary indicators, Old Mutual is not utilizing all of its potentials. The continuing stock price fuss, may contribute to near short-term losses for the directors.
|Annual Report Expense Ratio||1.63%|
Old Mutual Global Relative Risk vs. Return Landscape
If you would invest 108,300
in Old Mutual Global Bond U1 GBP on April 26, 2019
and sell it today you would earn a total of 0.00
from holding Old Mutual Global Bond U1 GBP or generate 0.0%
return on investment over 30
days. Old Mutual Global Bond U1 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 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 (%)
Old Mutual Current Valuation
May 26, 2019
Old Mutual Market Risk Analysis
Sharpe Ratio = 0.0
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