Lindsell Train (Ireland) Manager Performance Evaluation

F0GBR04FKP -- Ireland Fund  

JPY 461.46  8.96  1.90%

The fund secures Beta (Market Risk) of 0.0276 which conveys that as returns on market increase, Lindsell Train returns are expected to increase less than the market. However during bear market, the loss on holding Lindsell Train will be expected to be smaller as well.. Although it is vital to follow to Lindsell Train Japanese price patterns, it is good to be conservative about what you can actually do with the information regarding 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 Lindsell Train Japanese technical indicators you can presently evaluate if the expected return of 0.4266% will be sustainable into the future.
Horizon     30 Days    Login   to change

Lindsell Train Japanese Relative Risk vs. Return Landscape

If you would invest  45,369  in Lindsell Train Japanese Eq A Yen on October 21, 2018 and sell it today you would earn a total of  777.00  from holding Lindsell Train Japanese Eq A Yen or generate 1.71% return on investment over 30 days. Lindsell Train Japanese Eq A Yen is generating 0.4266% of daily returns and assumes 0.5468% volatility on return distribution over the 30 days horizon. Simply put, 4% of equities are less volatile than Lindsell Train Japanese Eq A Yen and 92% 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, Lindsell Train Japanese Eq A Yen is expected to generate 0.43 times more return on investment than the market. However, the company is 2.32 times less risky than the market. It trades about 0.78 of its potential returns per unit of risk. The DOW is currently generating roughly -0.04 per unit of risk.

Lindsell Train Current Valuation

Not valued
November 20, 2018
461.46
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Lindsell Train is Unknown risk asset. Lindsell Train Japanese last-minute Real Value cannot be determined due to lack of data. The latest price of Lindsell Train Japanese is ¥461.46. Based on Macroaxis valuation methodology, the organization cannot be evaluated at this time. We determine the value of Lindsell Train Japanese 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.

Lindsell Train Market Risk Analysis

Sharpe Ratio = 0.7801
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Lindsell Train Relative Performance Indicators

Estimated Market Risk
 0.55
  actual daily
 
 96 %
of total potential
  
Expected Return
 0.43
  actual daily
 
 8 %
of total potential
  
Risk-Adjusted Return
 0.78
  actual daily
 
 52 %
of total potential
  
Based on monthly moving average Lindsell Train is performing at about 52% 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 Lindsell Train by adding it to a well-diversified portfolio.

Lindsell Train Performance Rating

Lindsell Train Japanese Eq A Yen Risk Adjusted Performance Analysis

52 

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Lindsell Train Japanese Eq A Yen are ranked lower than 52 (%) of all funds and portfolios of funds over the last 30 days.

Lindsell Train Alerts

Equity Alerts and Improvement Suggestions

Lindsell Train is not yet fully synchronised with the market data
The fund retains about 5.46% of its assets under management (AUM) in cash

Lindsell Train Performance Indicators

Lindsell Train Japanese Basic Price Performance Measures

Fifty Two Week Low432.6530
Fifty Two Week High432.6530
Annual Report Expense Ratio3.38%
Additionally see Investing Opportunities. Please also try Competition Analyzer module to analyze and compare many basic indicators for a group of related or unrelated entities.
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