Harding Loevner Fundamental Relationships

F00000WZ4J -- Ireland Fund  

GBp 156.00  2.00  1.30%

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

Harding Loevner Global Minimum Initial Investment vs. Cash Position Weight Fundamental Analysis

Harding Loevner Global Equity GBP I is one of the top funds in cash position weight among similar funds. It is one of the top funds in minimum initial investment among similar funds making about  54,054,054  of Minimum Initial Investment 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.
Harding Loevner 
Cash Percentage 
 = 
% of Cash 
 
in the fund 
=
1.85%
Funds or Etfs that have over 40% of their value invested in low risk instruments or cash equivalents typically attract conservative investors.
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.
Harding Loevner 
Minimum Initial Investment 
=  
First Fund Deposit 
=
100M
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.

Harding Loevner Minimum Initial Investment Comparison

Harding Loevner Fundamental Comparison

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