Conservative Real (Ireland) Manager Performance Evaluation

IE00B3QTGS12 -- Ireland Fund  

GBp 74.00  1.00  1.33%

The organization shows Beta (market volatility) of 0.0324 which signifies that as returns on market increase, Conservative Real returns are expected to increase less than the market. However during bear market, the loss on holding Conservative Real will be expected to be smaller as well.. Although it is extremely important to respect Conservative Real 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 Conservative Real 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

Conservative Real Relative Risk vs. Return Landscape

If you would invest  7,400  in The Conservative Real Ret F GBP Acc on November 18, 2018 and sell it today you would earn a total of  0.00  from holding The Conservative Real Ret F GBP Acc or generate 0.0% return on investment over 30 days. The Conservative Real Ret F GBP Acc 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 The Conservative Real Ret F 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 (%) 

Conservative Real Current Valuation

Not valued
December 18, 2018
74.00
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Conservative Real is Unknown risk asset. Conservative Real prevailing Real Value cannot be determined due to lack of data. The current price of Conservative Real is p;74.0. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of Conservative Real 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.

Conservative Real Market Risk Analysis

Sharpe Ratio = 0.0
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IE00B3QTGS12
Based on monthly moving average Conservative Real 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 Conservative Real by adding it to a well-diversified portfolio.

Conservative Real Performance Rating

The Conservative Real Ret F GBP Acc Risk Adjusted Performance Analysis

0

Risk-Adjusted Fund Performance

Over the last 30 days The Conservative Real Ret F GBP Acc has generated negative risk-adjusted returns adding no value to fund investors.

Conservative Real Alerts

Equity Alerts and Improvement Suggestions

Conservative Real is not yet fully synchronised with the market data
Conservative Real generates negative expected return over the last 30 days
This fund has annual holdings turnover of about 186.85% suggesting active trading
Conservative Real retains roughly 23.09% of its assets under management (AUM) in fixed income securities
Please also check Risk vs Return Analysis. Please also try Price Ceiling Movement module to calculate and plot price ceiling movement for different equity instruments.
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