Sanlam Institutional (Ireland) Manager Performance Evaluation

The entity has beta of 0.0 which indicates the returns on MARKET and Sanlam Institutional are completely uncorrelated. Although it is extremely important to respect Sanlam Institutional current price movements, it is better to be realistic regarding the information on equity historical returns. The philosophy towards measuring 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 inspecting Sanlam Institutional 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

Sanlam Institutional Relative Risk vs. Return Landscape

If you would invest  0.00  in Sanlam Institutional Equity Flex B USD on January 23, 2019 and sell it today you would earn a total of  0.00  from holding Sanlam Institutional Equity Flex B USD or generate 0.0% return on investment over 30 days. Sanlam Institutional Equity Flex B USD 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 Sanlam Institutional and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
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Sanlam Institutional Market Risk Analysis

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

Sanlam Institutional Performance Rating

Sanlam Institutional Equity Flex B USD Risk Adjusted Performance Analysis


Risk-Adjusted Fund Performance

Over the last 30 days Sanlam Institutional Equity Flex B USD has generated negative risk-adjusted returns adding no value to fund investors.

Sanlam Institutional Alerts

Equity Alerts and Improvement Suggestions

Sanlam Institutional is not yet fully synchronised with the market data
Sanlam Institutional has some characteristics of a very speculative penny stock
The fund retains 97.5% of its assets under management (AUM) in equities
Please also check Risk vs Return Analysis. Please also try Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.