0P00011MRG Fundamentals

WS Sequel Cautious fundamentals help investors to digest information that contributes to WS Sequel's financial success or failures. It also enables traders to predict the movement of 0P00011MRG Fund. The fundamental analysis module provides a way to measure WS Sequel's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to WS Sequel fund.
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0P00011MRG One Year Return Analysis

WS Sequel's One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words, it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
One Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About One Year Return | All Equity Analysis

Current WS Sequel One Year Return

    
  (10.98) %  
Most of WS Sequel's fundamental indicators, such as One Year Return, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, WS Sequel Cautious is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.
Compare to competition
Based on the recorded statements, WS Sequel Cautious has an One Year Return of -10.98%. This is much lower than that of the Category family and significantly lower than that of the Family category. The one year return for all United Kingdom funds is notably higher than that of the company.

WS Sequel Cautious Fundamental Drivers Relationships

Comparative valuation techniques use various fundamental indicators to help in determining WS Sequel's current stock value. Our valuation model uses many indicators to compare WS Sequel value to that of its competitors to determine the firm's financial worth. You can analyze the relationship between different fundamental ratios across WS Sequel competition to find correlations between indicators driving WS Sequel's intrinsic value. More Info.
WS Sequel Cautious is the top fund in five year return among similar funds. It is the top fund in cash position weight among similar funds . . Comparative valuation analysis is a catch-all model that can be used if you cannot value WS Sequel by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for WS Sequel's Fund . Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued. The reason why the comparable model can be used in almost all circumstances is due to the vast number of multiples that can be utilized, such as the price-to-earnings (P/E), price-to-book (P/B), price-to-sales (P/S), price-to-cash flow (P/CF), and many others. The P/E ratio is the most commonly used of these ratios because it focuses on the WS Sequel's earnings, one of the primary drivers of an investment's value.

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Fund Asset Allocation for WS Sequel

The fund invests 23.17% of asset under management in tradable equity instruments, with the rest of investments concentrated in bonds (28.7%) , cash (13.32%) and various exotic instruments.
   Value   
       Instrument Type  

0P00011MRG Fundamentals

Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards WS Sequel in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, WS Sequel's short interest history, or implied volatility extrapolated from WS Sequel options trading.

Thematic Opportunities

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Build portfolios using Macroaxis predefined set of investing ideas. Many of Macroaxis investing ideas can easily outperform a given market. Ideas can also be optimized per your risk profile before portfolio origination is invoked. Macroaxis thematic optimization helps investors identify companies most likely to benefit from changes or shifts in various micro-economic or local macro-level trends. Originating optimal thematic portfolios involves aligning investors' personal views, ideas, and beliefs with their actual investments.
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Check out Trending Equities. You can also try My Watchlist Analysis module to analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like.

Other Tools for 0P00011MRG Fund

When running WS Sequel Cautious price analysis, check to measure WS Sequel's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy WS Sequel is operating at the current time. Most of WS Sequel's value examination focuses on studying past and present price action to predict the probability of WS Sequel's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move WS Sequel's price. Additionally, you may evaluate how the addition of WS Sequel to your portfolios can decrease your overall portfolio volatility.
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