Sanlam FOUR (Ireland) Manager Performance Evaluation

IE00BYV2N697 -- Ireland Fund  

GBp 927.00  2.00  0.22%

The entity has beta of -0.0036 which indicates as returns on market increase, returns on owning Sanlam FOUR are expected to decrease at a much smaller rate. During bear market, Sanlam FOUR is likely to outperform the market. Although it is extremely important to respect Sanlam FOUR UK current price movements, it is better to be realistic regarding the information on equity historical returns. The philosophy towards measuring 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 inspecting Sanlam FOUR UK 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

Sanlam FOUR UK Relative Risk vs. Return Landscape

If you would invest  92,700  in Sanlam FOUR UK Income Opps Fndr Dis GBP on January 23, 2019 and sell it today you would earn a total of  0.00  from holding Sanlam FOUR UK Income Opps Fndr Dis GBP or generate 0.0% return on investment over 30 days. Sanlam FOUR UK Income Opps Fndr Dis GBP 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 Sanlam FOUR 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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Sanlam FOUR Market Risk Analysis

Sharpe Ratio = 0.0
Good Returns
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Based on monthly moving average Sanlam FOUR 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 Sanlam FOUR by adding it to a well-diversified portfolio.

Sanlam FOUR Performance Rating

Sanlam FOUR UK Income Opps Fndr Dis GBP Risk Adjusted Performance Analysis


Risk-Adjusted Fund Performance

Over the last 30 days Sanlam FOUR UK Income Opps Fndr Dis GBP has generated negative risk-adjusted returns adding no value to fund investors.

Sanlam FOUR Alerts

Equity Alerts and Improvement Suggestions

Sanlam FOUR UK is not yet fully synchronised with the market data
Please also check Risk vs Return Analysis. Please also try Portfolio Reporting module to create custom reports across your portfolios and generate quick suggestion pitch.