GAM Star (Ireland) Manager Performance Evaluation

IE00B3CTFS84 -- Ireland Fund  

GBp 2,231  0.00  0.00%

The entity retains Market Volatility (i.e. Beta) of 1.2765 which attests that as market goes up, the company is expected to significantly outperform it. However, if the market returns are negative, GAM Star will likely underperform.. Even though it is essential to pay attention to GAM Star China current price history, it is always good to be careful when utilizing equity current price movements. Macroaxis approach towards determining future performance of any fund is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. GAM Star China exposes twenty-one different technical indicators which can help you to evaluate its performance.
 Time Horizon     30 Days    Login   to change

GAM Star China Relative Risk vs. Return Landscape

If you would invest  227,200  in GAM Star China Equity Instl GBP Acc on June 18, 2018 and sell it today you would lose (4,100)  from holding GAM Star China Equity Instl GBP Acc or give up 1.8% of portfolio value over 30 days. GAM Star China Equity Instl GBP Acc is generating negative expected returns and assumes 4.1709% volatility on return distribution over the 30 days horizon. Simply put, 38% of equities are less volatile than GAM Star China Equity Instl GBP Acc and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 
Assuming 30 trading days horizon, GAM Star China Equity Instl GBP Acc is expected to under-perform the market. In addition to that, the company is 6.64 times more volatile than its market benchmark. It trades about -0.02 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.03 per unit of volatility.

GAM Star Current Valuation

Over Valued
July 18, 2018
2,231
Market Value
1,986
Real Value
Target Odds
  
2,454
Upside
GAM Star is not too risky asset. GAM Star China retains regular Real Value of p;1985.59 per share. The prevalent price of the fund is p;2231.0. At this time the entity appears to be over valued. We determine the value of GAM Star China from inspecting fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage to acquire undervalued assets and to sell overvalued assets since in the future stocks prices and their ongoing real values will come together.

GAM Star Market Risk Analysis

Sharpe Ratio = -0.0174
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GAM Star Relative Performance Indicators

Estimated Market Risk
 4.17
  actual daily
 
 62 %
of total potential
  
Expected Return
 -0.07
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 -0.02
  actual daily
 
 1 %
of total potential
  
Based on monthly moving average GAM Star 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 GAM Star by adding it to a well-diversified portfolio.

Performance Rating

GAM Star China Equity Instl GBP Acc Risk Adjusted Performance Analysis
0 

Risk-Adjusted Fund Performance

Over the last 30 days GAM Star China Equity Instl GBP Acc has generated negative risk-adjusted returns adding no value to fund investors.

GAM Star Alerts

Equity Alerts and Improvement Suggestions
GAM Star China generates negative expected return over the last 30 days
GAM Star China has high historical volatility and very poor performance
The fund retains 91.28% of its assets under management (AUM) in equities
Please also check Risk vs Return Analysis. Please also try Equity Valuation module to check real value of public entities based on technical and fundamental data.