Lindsell Train (Ireland) Manager Performance Evaluation

IE00B644PG05 -- Ireland Fund  

GBp 317.00  10.00  3.26%

The fund secures Beta (Market Risk) of 0.0 which conveys that the returns on MARKET and Lindsell Train are completely uncorrelated. Although it is vital to follow to Lindsell Train Global price patterns, it is good to be conservative about what you can actually do with the information regarding equity historical price patterns. The philosophy towards estimating 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. We have found twenty-one technical indicators for Lindsell Train which you can use to evaluate performance of the organization.
 Time Horizon     30 Days    Login   to change

Lindsell Train Global Relative Risk vs. Return Landscape

If you would invest  30,200  in Lindsell Train Global Equity A on June 23, 2018 and sell it today you would earn a total of  1,500  from holding Lindsell Train Global Equity A or generate 4.97% return on investment over 30 days. Lindsell Train Global Equity A is generating 0.5484% of daily returns and assumes 1.3765% volatility on return distribution over the 30 days horizon. Simply put, 12% of equities are less volatile than Lindsell Train Global Equity A and 90% 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, Lindsell Train Global Equity A is expected to generate 2.69 times more return on investment than the market. However, the company is 2.69 times more volatile than its market benchmark. It trades about 0.4 of its potential returns per unit of risk. The DOW is currently generating roughly 0.23 per unit of risk.

Lindsell Train Current Valuation

Over Valued
July 23, 2018
317.00
Market Value
Downside
268.48
272.62
Real Value
Target Odds
  
348.70
Upside
Lindsell Train is not too risky asset. Lindsell Train Global secures last-minute Real Value of p;272.62 per share. The latest price of the fund is p;317.0. At this time the organization appears to be over valued. We determine the value of Lindsell Train Global from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we recommend to purchase undervalued stocks and to get rid of overvalued stocks since at some point entities prices and their ongoing real values will merge together.

Lindsell Train Market Risk Analysis

Sharpe Ratio = 0.3984
Best
Portfolio
Best
Equity
Good Returns
Average Returns
Small ReturnsIE00B644PG05
CashSmall
Risk
Average
Risk
High
Risk
Huge
Risk
Negative Returns

Lindsell Train Relative Performance Indicators

Estimated Market Risk
 1.38
  actual daily
 
 88 %
of total potential
  
Expected Return
 0.55
  actual daily
 
 10 %
of total potential
  
Risk-Adjusted Return
 0.4
  actual daily
 
 26 %
of total potential
  
Based on monthly moving average Lindsell Train is performing at about 26% 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 Lindsell Train by adding it to a well-diversified portfolio.

Performance Rating

Lindsell Train Global Equity A Risk Adjusted Performance Analysis
26 

Risk-Adjusted Fund Performance

Compared to the overall equity markets, risk-adjusted returns on investments in Lindsell Train Global Equity A are ranked lower than 26 (%) of all funds and portfolios of funds over the last 30 days.

Lindsell Train Alerts

Equity Alerts and Improvement Suggestions
The fund retains 97.04% of its assets under management (AUM) in equities
Please also check Risk vs Return Analysis. Please also try Portfolio Center module to all portfolio management and optimization tools to improve performance of your portfolios.
vendors/bower_components/jquery.easy-pie-chart/dist/jquery.easypiechart.min.js">