Liontrust (Ireland) Manager Performance Evaluation

F00000VV78 -- Ireland Fund  

EUR 9.54  0.10  1.06%

The fund secures Beta (Market Risk) of -0.0675 which conveys that as returns on market increase, returns on owning Liontrust are expected to decrease at a much smaller rate. During bear market, Liontrust is likely to outperform the market. Although it is extremely important to respect Liontrust GF Asia price patterns, it is better to be realistic regarding the information on equity historical price patterns. The philosophy towards estimating 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 Liontrust GF Asia 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

Liontrust GF Asia Relative Risk vs. Return Landscape

If you would invest  954.00  in Liontrust GF Asia Income A1 on January 18, 2019 and sell it today you would earn a total of  0.00  from holding Liontrust GF Asia Income A1 or generate 0.0% return on investment over 30 days. Liontrust GF Asia Income A1 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 Liontrust and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
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Liontrust Current Valuation

Not valued
February 17, 2019
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Liontrust is Unknown risk asset. Liontrust GF Asia last-minute Real Value cannot be determined due to lack of data. The latest price of Liontrust GF Asia is €9.54. Based on Macroaxis valuation methodology, the organization cannot be evaluated at this time. We determine the value of Liontrust GF Asia from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend to purchase undervalued stocks and to get rid of overvalued stocks since at some point entities prices and their ongoing real values will merge together.

Liontrust Market Risk Analysis

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

Liontrust Performance Rating

Liontrust GF Asia Income A1 Risk Adjusted Performance Analysis


Risk-Adjusted Fund Performance

Over the last 30 days Liontrust GF Asia Income A1 has generated negative risk-adjusted returns adding no value to fund investors.

Liontrust Alerts

Equity Alerts and Improvement Suggestions

Liontrust GF Asia is not yet fully synchronised with the market data
The fund retains 91.68% of its assets under management (AUM) in equities
Additionally see Investing Opportunities. Please also try Portfolio Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.