IE00B3BQ0418 Fundamental Relationships

The Drivers Module shows relationships between IE00B3BQ0418's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of IE00B3BQ0418 over time as well as its relative position and ranking within its peers. Please also check Risk vs Return Analysis.

IE00B3BQ0418 Annual Yield vs. Equity Positions Weight Fundamental Analysis

IE00B3BQ0418 is currently considered the top fund in equity positions weight among similar funds. It is currently considered the top fund in annual yield among similar funds fabricating about  0.02  of Annual Yield per Equity Positions Weight. The ratio of Equity Positions Weight to Annual Yield for IE00B3BQ0418 is roughly  62.48 
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
IE00B3BQ0418 
Stock Percentage 
 = 
% of Equities 
 
in the fund 
=
99.97 %
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
IE00B3BQ0418 
Yield 
 = 
Income from Security 
Current Share Price 
=
1.60 %
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have a higher yields.

IE00B3BQ0418 Annual Yield Comparison

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