Kames Global (Ireland) Manager Performance Evaluation

IE00B8D45093 -- Ireland Fund  

USD 14.37  0.02  0.14%

The fund secures Beta (Market Risk) of 0.0 which conveys that the returns on MARKET and Kames Global are completely uncorrelated. Even though it is essential to pay attention to Kames Global Equity price patterns, it is always good to be careful when utilizing equity historical price patterns. Macroaxis philosophy towards estimating future performance of any fund is to check both, its past performance charts as well as the business as a whole, including all available technical indicators. Kames Global exposes twenty-one different technical indicators which can help you to evaluate its performance.
 Time Horizon     30 Days    Login   to change

Kames Global Equity Relative Risk vs. Return Landscape

If you would invest  1,442  in Kames Global Equity Income A USD Acc on July 20, 2018 and sell it today you would lose (5.00)  from holding Kames Global Equity Income A USD Acc or give up 0.35% of portfolio value over 30 days. Kames Global Equity Income A USD Acc is generating negative expected returns and assumes 0.6522% volatility on return distribution over the 30 days horizon. Simply put, 5% of equities are less volatile than Kames Global Equity Income A USD 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 (%) 
Assuming 30 trading days horizon, Kames Global Equity Income A USD Acc is expected to under-perform the market. In addition to that, the company is 1.18 times more volatile than its market benchmark. It trades about -0.04 of its total potential returns per unit of risk. The DOW is currently generating roughly 0.2 per unit of volatility.

Kames Global Current Valuation

Not valued
August 19, 2018
14.37
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Kames Global is Unknown risk asset. Kames Global Equity last-minute Real Value cannot be determined due to lack of data. The latest price of Kames Global Equity is $14.37. Based on Macroaxis valuation methodology, the organization cannot be evaluated at this time. We determine the value of Kames Global Equity 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.

Kames Global Market Risk Analysis

Sharpe Ratio = -0.0414
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Kames Global Relative Performance Indicators

Estimated Market Risk
 0.65
  actual daily
 
 95 %
of total potential
  
Expected Return
 -0.03
  actual daily
 
 1 %
of total potential
  
Risk-Adjusted Return
 -0.04
  actual daily
 
 1 %
of total potential
  
Based on monthly moving average Kames 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 Kames Global by adding it to a well-diversified portfolio.

Performance Rating

Kames Global Equity Income A USD Acc Risk Adjusted Performance Analysis
0 

Risk-Adjusted Fund Performance

Over the last 30 days Kames Global Equity Income A USD Acc has generated negative risk-adjusted returns adding no value to fund investors.

Kames Global Alerts

Equity Alerts and Improvement Suggestions
Kames Global Equity generates negative expected return over the last 30 days
The fund retains about 9.9% of its assets under management (AUM) in cash
Please also check Risk vs Return Analysis. Please also try Price Transformation module to use price transformation models to analyze depth of different equity instruments across global markets.