First State Fundamental Relationships

F000005LOU -- Ireland Fund  

USD 4.58  0.02  0.44%

The Drivers Module shows relationships between First State's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of First State Glbl Resources IV over time as well as its relative position and ranking within its peers. Additionally see Investing Opportunities.

First State Glbl Minimum Initial Investment vs. Equity Positions Weight Fundamental Analysis

First State Glbl Resources IV is one of the top funds in equity positions weight among similar funds. It is rated below average in minimum initial investment among similar funds making about  15.67  of Minimum Initial Investment per Equity Positions Weight.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
First State 
Stock Percentage 
% of Equities 
in the fund 
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Minimum Initial Investment refers to minimum amount the fund family or category will require an investor to deposit to acquire the very first position in the fund or to open an account. In other words, Minimum Initial Investment is a guarantee that any investment from a purchaser of a fund meets the minimum requirement of the fund.
First State 
Minimum Initial Investment 
First Fund Deposit 
Fund managers put minimum investment restrictions on fund investments in order to allow the fund to function properly. Minimum restrictions allow fund managers to regulate cash flows of the fund, while guarding it from random trades that may negatively affect fund strategy.

First State Glbl Minimum Initial Investment Comparison

First State is currently under evaluation in minimum initial investment among similar funds.

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