JOHCM Asia (Ireland) Manager Performance Evaluation

IE00B3RQ2721 -- Ireland Fund  

GBP 191.00  3.00  1.60%

The fund retains Market Volatility (i.e. Beta) of 0.0818 which attests that as returns on market increase, JOHCM Asia returns are expected to increase less than the market. However during bear market, the loss on holding JOHCM Asia will be expected to be smaller as well.. Although it is extremely important to respect JOHCM Asia ex current price history, it is better to be realistic regarding the information on equity current price movements. The philosophy in determining 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 JOHCM Asia ex technical indicators you can now evaluate if the expected return of 0.0% will be sustainable into the future.
Horizon     30 Days    Login   to change

JOHCM Asia ex Relative Risk vs. Return Landscape

If you would invest  19,100  in JOHCM Asia ex Japan A GBP on October 17, 2018 and sell it today you would earn a total of  0.00  from holding JOHCM Asia ex Japan A GBP or generate 0.0% return on investment over 30 days. JOHCM Asia ex Japan 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 JOHCM Asia ex Japan A GBP and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
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JOHCM Asia Current Valuation

Not valued
November 16, 2018
191.00
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
JOHCM Asia is Unknown risk asset. JOHCM Asia ex regular Real Value cannot be determined due to lack of data. The prevalent price of JOHCM Asia ex is £191.0. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of JOHCM Asia ex from analyzing 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 at some point future time stocks prices and their ongoing real values will come together.

JOHCM Asia Market Risk Analysis

Sharpe Ratio = 0.0
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IE00B3RQ2721
Based on monthly moving average JOHCM Asia 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 JOHCM Asia by adding it to a well-diversified portfolio.

JOHCM Asia Performance Rating

JOHCM Asia ex Japan A GBP Risk Adjusted Performance Analysis

0 

Risk-Adjusted Fund Performance

Over the last 30 days JOHCM Asia ex Japan A GBP has generated negative risk-adjusted returns adding no value to fund investors.

JOHCM Asia Alerts

Equity Alerts and Improvement Suggestions

JOHCM Asia ex is not yet fully synchronised with the market data
The fund retains about 12.49% of its assets under management (AUM) in cash
Please also check Risk vs Return Analysis. Please also try Volatility Analysis module to get historical volatility and risk analysis based on latest market data.
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