Odey Swan Fundamental Relationships

F00000PMTS -- Ireland Fund  

EUR 52.03  0.12  0.23%

The Drivers Module shows relationships between Odey Swan's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of Odey Swan I EUR Acc over time as well as its relative position and ranking within its peers. Additionally see Investing Opportunities.

Odey Swan I Equity Positions Weight vs. Bond Positions Weight Fundamental Analysis

Odey Swan I EUR Acc is rated # 2 fund in bond positions weight among similar funds. It is rated # 2 fund in equity positions weight among similar funds making about  2.37  of Equity Positions Weight per Bond Positions Weight.
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Odey Swan 
Bond Percentage 
 = 
% of Bonds 
 
in the fund 
=
4.74%
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Odey Swan 
Stock Percentage 
 = 
% of Equities 
 
in the fund 
=
11.25%
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.

Odey Swan I Equity Positions Weight Comparison

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