Smith Williamson Fundamental Relationships

IE0031482866 -- Ireland Fund  

GBp 157.00  3.00  1.88%

The Drivers Module shows relationships between Smith Williamson's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of Smith Williamson Santos Investment GBP over time as well as its relative position and ranking within its peers. Please also check Risk vs Return Analysis.

Smith Williamson Santos One Year Return vs. Minimum Initial Investment Fundamental Analysis

Smith Williamson Santos Investment GBP is currently considered the top fund in minimum initial investment among similar funds. It is currently considered the top fund in one year return among similar funds .
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.
Smith Williamson 
Minimum Initial Investment 
=  
First Fund Deposit 
=
500K
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.
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.
Smith Williamson 
One Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
(1.18)%
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.

Smith Williamson One Year Return Comparison

Smith Williamson Fundamental Comparison

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