Heptagon European (Ireland) Manager Performance Evaluation

IE00BPT33S32 -- Ireland Fund  

USD 105.84  2.26  2.18%

The fund retains Market Volatility (i.e. Beta) of 0.0028 which attests that as returns on market increase, Heptagon European returns are expected to increase less than the market. However during bear market, the loss on holding Heptagon European will be expected to be smaller as well.. Although it is extremely important to respect Heptagon European Focus current price history, it is better to be realistic regarding the information on equity current price movements. 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 evaluating Heptagon European Focus 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

Heptagon European Focus Relative Risk vs. Return Landscape

If you would invest  10,584  in Heptagon European Focus Equity B EUR Acc on October 15, 2018 and sell it today you would earn a total of  0.00  from holding Heptagon European Focus Equity B EUR Acc or generate 0.0% return on investment over 30 days. Heptagon European Focus Equity B EUR Acc 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 Heptagon European Focus Equity B EUR 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 (%) 

Heptagon European Current Valuation

Not valued
November 14, 2018
105.84
Market Value
0.00
Real Value
Target Odds
  
0.00
Upside
Heptagon European is Unknown risk asset. Heptagon European Focus regular Real Value cannot be determined due to lack of data. The prevalent price of Heptagon European Focus is $105.84. Based on Macroaxis valuation methodology, the entity cannot be evaluated at this time. We determine the value of Heptagon European Focus from evaluating 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 stocks prices and their ongoing real values will come together.

Heptagon European Market Risk Analysis

Sharpe Ratio = 0.0
Best
Portfolio
Best
Equity
Good Returns
Average Returns
Small Returns
CashSmall
Risk
Average
Risk
High
Risk
Huge
Risk
IE00BPT33S32
Based on monthly moving average Heptagon European 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 Heptagon European by adding it to a well-diversified portfolio.

Heptagon European Performance Rating

Heptagon European Focus Equity B EUR Acc Risk Adjusted Performance Analysis

0 

Risk-Adjusted Fund Performance

Over the last 30 days Heptagon European Focus Equity B EUR Acc has generated negative risk-adjusted returns adding no value to fund investors.

Heptagon European Alerts

Equity Alerts and Improvement Suggestions

Heptagon European is not yet fully synchronised with the market data
The fund retains 99.45% of its assets under management (AUM) in equities
Please also check Risk vs Return Analysis. Please also try Idea Optimizer module to use advanced portfolio builder with pre-computed micro ideas to build optimal portfolio .
Search macroaxis.com