Barclays (Ireland) Manager Performance Evaluation

IE0031654456 -- Ireland Fund  

GBp 139.00  0.00  0.00%

The organization shows Beta (market volatility) of -0.0195 which signifies that as returns on market increase, returns on owning Barclays are expected to decrease at a much smaller rate. During bear market, Barclays is likely to outperform the market.. Although it is extremely important to respect Barclays UK Balanced 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 Barclays UK Balanced technical indicators you can presently evaluate if the expected return of 0.0% will be sustainable into the future.
Horizon     30 Days    Login   to change

Barclays UK Balanced Relative Risk vs. Return Landscape

If you would invest  13,900  in Barclays UK Balanced B on September 16, 2018 and sell it today you would earn a total of  0.00  from holding Barclays UK Balanced B or generate 0.0% return on investment over 30 days. Barclays UK Balanced B 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 Barclays UK Balanced B and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
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Barclays Current Valuation

Not valued
October 16, 2018
139.00
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Barclays is Unknown risk asset. Barclays UK Balanced prevailing Real Value cannot be determined due to lack of data. The current price of Barclays UK Balanced is p;139.0. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of Barclays UK Balanced 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.

Barclays Market Risk Analysis

Sharpe Ratio = 0.0
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IE0031654456
Based on monthly moving average Barclays 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 Barclays by adding it to a well-diversified portfolio.

Barclays Performance Rating

Barclays UK Balanced B Risk Adjusted Performance Analysis

0 

Risk-Adjusted Fund Performance

Over the last 30 days Barclays UK Balanced B has generated negative risk-adjusted returns adding no value to fund investors.

Barclays Alerts

Equity Alerts and Improvement Suggestions

Barclays UK Balanced is not yet fully synchronised with the market data
The fund retains about 8.49% of its assets under management (AUM) in cash
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