Smith Williamson (Ireland) Manager Performance Evaluation

The entity has beta of 0.0 which indicates the returns on MARKET and Smith Williamson are completely uncorrelated. Although it is extremely important to respect Smith Williamson Santos current price movements, it is better to be realistic regarding the information on equity historical returns. The philosophy towards measuring 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 inspecting Smith Williamson Santos 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 Smith Williamson Santos Investment GBP has generated negative risk-adjusted returns adding no value to fund investors. Despite somewhat strong basic indicators, Smith Williamson is not utilizing all of its potentials. The current stock price disturbance, may contribute to short term losses for the investors.
Fifty Two Week Low1.37
Fifty Two Week High1.37
Annual Report Expense Ratio0.54%
Horizon     30 Days    Login   to change

Smith Williamson Santos Relative Risk vs. Return Landscape

If you would invest (100.00)  in Smith Williamson Santos Investment GBP on June 16, 2019 and sell it today you would earn a total of  100.00  from holding Smith Williamson Santos Investment GBP or generate -100.0% return on investment over 30 days. Smith Williamson Santos Investment GBP 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 Smith Williamson and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
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Smith Williamson Market Risk Analysis

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

Smith Williamson Alerts

Equity Alerts and Improvement Suggestions

Smith Williamson is not yet fully synchronised with the market data
Smith Williamson has some characteristics of a very speculative penny stock
The fund retains about 6.17% of its assets under management (AUM) in cash
See also Risk vs Return Analysis. Please also try Theme Ratings module to determine theme ratings based on digital equity recommendations. macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.