Westwood Strat (Ireland) Manager Performance Evaluation

F00000WJR7 -- Ireland Fund  

USD 1,109  3.33  0.30%

The entity maintains market beta of -0.0317 which attests that as returns on market increase, returns on owning Westwood Strat are expected to decrease at a much smaller rate. During bear market, Westwood Strat is likely to outperform the market. Although it is extremely important to respect Westwood Strat Glbl 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 Westwood Strat 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

Westwood Strat Glbl Relative Risk vs. Return Landscape

If you would invest  110,869  in Westwood Strat Glbl Convert F USD Acc H on January 21, 2019 and sell it today you would earn a total of  0.00  from holding Westwood Strat Glbl Convert F USD Acc H or generate 0.0% return on investment over 30 days. Westwood Strat Glbl Convert F USD Acc H 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 Westwood Strat 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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Westwood Strat Market Risk Analysis

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

Westwood Strat Performance Rating

Westwood Strat Glbl Convert F USD Acc H Risk Adjusted Performance Analysis


Risk-Adjusted Fund Performance

Over the last 30 days Westwood Strat Glbl Convert F USD Acc H has generated negative risk-adjusted returns adding no value to fund investors.

Westwood Strat Alerts

Equity Alerts and Improvement Suggestions

Westwood Strat Glbl is not yet fully synchronised with the market data
Additionally see Investing Opportunities. Please also try World Markets Correlation module to find global opportunities by holding instruments from different markets.
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