Wellington Global (Ireland) Manager Performance Evaluation

IE00B7FC8D89 -- Ireland Fund  

GBp 1,046  2.00  0.19%

The entity maintains market beta of -0.0057 which attests that as returns on market increase, returns on owning Wellington Global are expected to decrease at a much smaller rate. During bear market, Wellington Global is likely to outperform the market. . Although it is extremely important to respect Wellington Global Crdt historical price patterns, it is better to be realistic regarding the information on equity current price history. The philosophy towards 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 examining Wellington Global Crdt 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

Wellington Global Crdt Relative Risk vs. Return Landscape

If you would invest  104,600  in Wellington Global Crdt Pls G GBP Dis H on December 16, 2018 and sell it today you would earn a total of  0.00  from holding Wellington Global Crdt Pls G GBP Dis H or generate 0.0% return on investment over 30 days. Wellington Global Crdt Pls G GBP Dis H 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 Wellington Global Crdt and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
 Daily Expected Return (%) 
      Risk (%) 

Wellington Global Current Valuation

Not valued
January 15, 2019
Market Value
Real Value
Target Odds
Odds Odds
Wellington Global is Unknown risk asset. Wellington Global Crdt prevalent Real Value cannot be determined due to lack of data. The last-minute price of Wellington Global Crdt is p;1046.0. Based on Macroaxis valuation methodology, the fund cannot be evaluated at this time. We determine the value of Wellington Global Crdt from examining fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage to purchase undervalued securities and to sell overvalued securities since at some point equities prices and their ongoing real values will grow together.

Wellington Global Market Risk Analysis

Sharpe Ratio = 0.0
Good Returns
Average Returns
Small Returns
Based on monthly moving average Wellington Global 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 Wellington Global by adding it to a well-diversified portfolio.

Wellington Global Performance Rating

Wellington Global Crdt Pls G GBP Dis H Risk Adjusted Performance Analysis


Risk-Adjusted Fund Performance

Over the last 30 days Wellington Global Crdt Pls G GBP Dis H has generated negative risk-adjusted returns adding no value to fund investors.

Wellington Global Alerts

Equity Alerts and Improvement Suggestions

Wellington Global is not yet fully synchronised with the market data
The fund retains about 22.52% of its assets under management (AUM) in cash

Wellington Global Performance Indicators

Wellington Global Crdt Basic Price Performance Measures

Fifty Two Week Low10.7059
Fifty Two Week High11.1624
Annual Report Expense Ratio0.36%
Please also check Risk vs Return Analysis. Please also try Insider Screener module to find insiders across different sectors to evaluate their impact on performance.
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