Baring High (Ireland) Manager Performance Evaluation

F0GBR04JQQ -- Ireland Fund  

EUR 8.76  0.02  0.23%

The organization shows Beta (market volatility) of -0.007 which signifies that as returns on market increase, returns on owning Baring High are expected to decrease at a much smaller rate. During bear market, Baring High is likely to outperform the market. Although it is extremely important to respect Baring High Yield historical returns, it is better to be realistic regarding the information on equity current trending patterns. The philosophy towards foreseeing 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 Baring High Yield 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 Baring High Yield Bond A EUR Hdgd has generated negative risk-adjusted returns adding no value to fund investors. Despite somewhat strong basic indicators, Baring High is not utilizing all of its potentials. The current stock price disturbance, may contribute to short term losses for the investors.
Annual Report Expense Ratio1.49%
Horizon     30 Days    Login   to change

Baring High Yield Relative Risk vs. Return Landscape

If you would invest  876.00  in Baring High Yield Bond A EUR Hdgd on March 26, 2019 and sell it today you would earn a total of  0.00  from holding Baring High Yield Bond A EUR Hdgd or generate 0.0% return on investment over 30 days. Baring High Yield Bond A EUR Hdgd 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 Baring High 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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Baring High Current Valuation

Not valued
April 25, 2019
Market Value
Real Value
Baring High is Unknown risk asset. Baring High Yield prevailing Real Value cannot be determined due to lack of data. The current price of Baring High Yield is €8.76. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of Baring High Yield from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we favor to go long with undervalued instruments and to trade away overvalued instruments since at some point assets prices and their ongoing real values will blend.

Baring High Market Risk Analysis

Sharpe Ratio = 0.0
Good Returns
Average Returns
Small Returns
Based on monthly moving average Baring High 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 Baring High by adding it to a well-diversified portfolio.

Baring High Alerts

Equity Alerts and Improvement Suggestions

Baring High Yield is not yet fully synchronised with the market data
The fund retains about 25.95% of its assets under management (AUM) in cash
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