Old Mutual (Ireland) Manager Performance Evaluation

IE00BYM85152 -- Ireland Fund  

USD 10.33  0.30  2.82%

The fund holds Beta of -0.1625 which implies as returns on market increase, returns on owning Old Mutual are expected to decrease at a much smaller rate. During bear market, Old Mutual is likely to outperform the market. Although it is extremely important to respect Old Mutual Global current trending patterns, it is better to be realistic regarding the information on equity existing price patterns. The philosophy towards forecasting 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 analyzing Old Mutual Global 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 Old Mutual Global Equity A USD has generated negative risk-adjusted returns adding no value to fund investors. Even with considerably steady technical indicators, Old Mutual is not utilizing all of its potentials. The current stock price chaos, may contribute to medium term losses for the stakeholders.
Fifty Two Week Low9.69
Fifty Two Week High9.69
Horizon     30 Days    Login   to change

Old Mutual Global Relative Risk vs. Return Landscape

If you would invest  1,033  in Old Mutual Global Equity A USD on June 18, 2019 and sell it today you would earn a total of  0.00  from holding Old Mutual Global Equity A USD or generate 0.0% return on investment over 30 days. Old Mutual Global Equity A USD 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 Old Mutual 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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Old Mutual Current Valuation

Undervalued
July 18, 2019
10.33
Market Value
10.66
Real Value
10.66
Upside
Old Mutual is very steady asset. Old Mutual Global holds recent Real Value of $10.66 per share. The prevailing price of the fund is $10.33. At this time the fund appears to be undervalued. We determine the value of Old Mutual Global from analyzing fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we support investing in undervalued entities and to dispose of overvalued entities since at some point stocks prices and their ongoing real values will merge together.

Old Mutual Market Risk Analysis

Sharpe Ratio = 0.0
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IE00BYM85152
Based on monthly moving average Old Mutual 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 Old Mutual by adding it to a well-diversified portfolio.

Old Mutual Alerts

Equity Alerts and Improvement Suggestions

Old Mutual Global is not yet fully synchronised with the market data
Old Mutual Global generates negative expected return over the last 30 days
The fund retains 98.07% of its assets under management (AUM) in equities
Please also check Risk vs Return Analysis. Please also try Equity Search module to search for activelly-traded equities including funds and etfs from over 30 global markets.
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