Vulcan Value Fundamental Relationships

F00000QJYF -- Ireland Fund  

GBp 19,293  129.00  0.67%

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

Vulcan Value Equity Equity Positions Weight vs. Cash Position Weight Fundamental Analysis

Vulcan Value Equity GBP Acc is one of the top funds in cash position weight among similar funds. It is one of the top funds in equity positions weight among similar funds making about  25.18  of Equity Positions Weight per Cash Position Weight.
Percentage of fund asset invested in cash equivalents or risk free instruments. About 40% of all global funds carry cash on their balance sheet.
Vulcan Value 
Cash Percentage 
 = 
% of Cash 
 
in the fund 
=
3.82 %
Funds or Etfs that have over 40% of their value invested in low risk instruments or cash equivalents typically 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.
Vulcan Value 
Stock Percentage 
 = 
% of Equities 
 
in the fund 
=
96.18 %
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.

Vulcan Value Equity Equity Positions Weight Comparison

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Vulcan Value Ratio Contrast

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