First State (Ireland) Manager Performance Evaluation

F0GBR060S8 -- Ireland Fund  

USD 59.96  1.84  2.98%

The organization shows Beta (market volatility) of 0.0667 which denotes to the fact that as returns on market increase, First State returns are expected to increase less than the market. However during bear market, the loss on holding First State will be expected to be smaller as well. Although it is extremely important to respect First State Indian historical returns, it is better to be realistic regarding the information on equity current trending patterns. The philosophy towards predicting 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 reviewing First State Indian technical indicators you can presently evaluate if the expected return of 0.0% will be sustainable into the future.
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Risk-Adjusted Fund Performance

Over the last 30 days First State Indian Subcontinent II has generated negative risk-adjusted returns adding no value to fund investors. Despite somewhat strong basic indicators, First State is not utilizing all of its potentials. The current stock price disturbance, may contribute to short term losses for the investors.
Fifty Two Week Low60.49
Fifty Two Week High61.30
Horizon     30 Days    Login   to change

First State Indian Relative Risk vs. Return Landscape

If you would invest  5,996  in First State Indian Subcontinent II on April 20, 2019 and sell it today you would earn a total of  0.00  from holding First State Indian Subcontinent II or generate 0.0% return on investment over 30 days. First State Indian Subcontinent II 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 First State and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
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First State Current Valuation

Not valued
May 20, 2019
59.96
Market Value
0.00
Real Value
0.00
Upside
First State is Unknown risk asset. First State Indian prevailing Real Value cannot be determined due to lack of data. The current price of First State Indian is $59.96. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of First State Indian from reviewing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we advise to go long with undervalued instruments and to sell out overvalued instruments since at some point assets prices and their ongoing real values will submerge.

First State Market Risk Analysis

Sharpe Ratio = 0.0
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F0GBR060S8
Based on monthly moving average First State 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 First State by adding it to a well-diversified portfolio.

First State Alerts

Equity Alerts and Improvement Suggestions

First State Indian is not yet fully synchronised with the market data
The fund retains about 8.41% of its assets under management (AUM) in cash
Additionally see Investing Opportunities. Please also try Risk-Return Analysis module to view associations between returns expected from investment and the risk you assume.
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