Mediolanum Fundamental Relationships

IE00B2NLMS57 -- Ireland Fund  

EUR 15.44  0.16  1.03%

The Drivers Module shows relationships between Mediolanum's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of Mediolanum BB JPMorgan Glbl Sel S A over time as well as its relative position and ranking within its peers. Please also check Risk vs Return Analysis.

Mediolanum BB JPMorgan Minimum Initial Investment vs. Five Year Return Fundamental Analysis

Mediolanum BB JPMorgan Glbl Sel S A is currently considered the top fund in five year return among similar funds. It is currently considered the top fund in minimum initial investment among similar funds making about  3,401  of Minimum Initial Investment per Five Year Return.
Five Year Return is considered as one of the best measures to evaluate fund performance especially from the mid and long term prospective. It shows the total annualized return generated from holding a fund for the last 5 years and represents capital appreciation of fund investments including all dividends, losses, and capital gains distributions.
Mediolanum 
Five Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
1.47 %
Although Five Year Fund Returns can give a sense of overall fund potential, it is recommended to compare fund performance with other similar funds for the same five year time interval. Similarly, comparing overall find performance over the last five year with appropriate market index is a great way to determine how this fund will perform during different market fluctuations.
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.
Mediolanum 
Minimum Initial Investment 
=  
First Fund Deposit 
=
5 K
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.

Mediolanum BB JPMorgan Minimum Initial Investment Comparison

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