Waverton Global (Ireland) Manager Performance Evaluation

IE00BQ1KPV61 -- Ireland Fund  

EUR 9.59  0.06  0.62%

The entity maintains market beta of 0.079 which attests that as returns on market increase, Waverton Global returns are expected to increase less than the market. However during bear market, the loss on holding Waverton Global will be expected to be smaller as well. Although it is extremely important to respect Waverton Global Bond 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 Waverton Global Bond technical indicators you can presently evaluate if the expected return of 0.0% will be sustainable into the future.
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Risk-Adjusted Fund Performance

Over the last 30 days Waverton Global Bond I EUR Hedge Acc has generated negative risk-adjusted returns adding no value to fund investors. Despite somewhat strong basic indicators, Waverton Global is not utilizing all of its potentials. The current stock price disturbance, may contribute to short term losses for the investors.
Fifty Two Week Low9.62
Fifty Two Week High9.62
Horizon     30 Days    Login   to change

Waverton Global Bond Relative Risk vs. Return Landscape

If you would invest (100.00)  in Waverton Global Bond I EUR Hedge Acc on June 19, 2019 and sell it today you would earn a total of  100.00  from holding Waverton Global Bond I EUR Hedge Acc or generate -100.0% return on investment over 30 days. Waverton Global Bond I EUR Hedge 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 Waverton Global and 99% of equity instruments are likely to generate higher returns than the company over the next 30 trading days.
 Daily Expected Return (%) 
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Waverton Global Current Valuation

Fairly Valued
July 19, 2019
9.59
Market Value
9.69
Real Value
9.69
Upside
Waverton Global is very steady asset. Waverton Global Bond maintains prevalent Real Value of €9.69 per share. The last-minute price of the fund is €9.59. At this time the fund appears to be fairly valued. We determine the value of Waverton Global Bond 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.

Waverton Global Market Risk Analysis

Sharpe Ratio = 0.0
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IE00BQ1KPV61
Based on monthly moving average Waverton 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 Waverton Global by adding it to a well-diversified portfolio.

Waverton Global Alerts

Equity Alerts and Improvement Suggestions

Waverton Global Bond is not yet fully synchronised with the market data
The fund retains about 19.54% of its assets under management (AUM) in cash
Please also check Risk vs Return Analysis. Please also try Watchlist Optimization module to optimize watchlists to build efficient portfolio or rebalance existing positions based on mean-variance optimization algorithm.
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