Brandes European (Ireland) Manager Performance Evaluation

IE0031574753 -- Ireland Fund  

GBp 2,136  10.00  0.47%

The organization shows Beta (market volatility) of 0.0 which signifies that the returns on MARKET and Brandes European are completely uncorrelated. Although it is extremely important to respect Brandes European Value historical returns, it is better to be realistic regarding the information on equity current trending patterns. The philosophy in 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 Brandes European Value 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 Brandes European Value A GBP has generated negative risk-adjusted returns adding no value to fund investors. Despite somewhat strong basic indicators, Brandes European is not utilizing all of its potentials. The current stock price disturbance, may contribute to short term losses for the investors.
Fifty Two Week Low19.34
Fifty Two Week High22.90
Annual Report Expense Ratio1.38%
Horizon     30 Days    Login   to change

Brandes European Value Relative Risk vs. Return Landscape

If you would invest  213,600  in Brandes European Value A GBP on June 22, 2019 and sell it today you would earn a total of  0.00  from holding Brandes European Value A GBP or generate 0.0% return on investment over 30 days. Brandes European Value A 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 Brandes European 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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Brandes European Current Valuation

Fairly Valued
July 22, 2019
Market Value
Real Value
Brandes European is very steady asset. Brandes European Value shows prevailing Real Value of p;2136.63 per share. The current price of the fund is p;2136.0. At this time the entity appears to be fairly valued. We determine the value of Brandes European Value 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.

Brandes European Market Risk Analysis

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

Brandes European Alerts

Equity Alerts and Improvement Suggestions

Brandes European is not yet fully synchronised with the market data
Brandes European generates negative expected return over the last 30 days
The fund retains 94.88% of its assets under management (AUM) in equities
Please also check Risk vs Return Analysis. Please also try Equity Forecasting module to use basic forecasting models to generate price predictions and determine price momentum.