IE00B3CH6563 Fundamental Relationships

The Drivers Module shows relationships between IE00B3CH6563's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of IE00B3CH6563 over time as well as its relative position and ranking within its peers. See also Risk vs Return Analysis.

IE00B3CH6563 One Year Return vs. Equity Positions Weight Fundamental Analysis

IE00B3CH6563 is currently considered the top fund in equity positions weight among similar funds. It is currently considered the top fund in one year return among similar funds .
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
IE00B3CH6563 
Stock Percentage 
 = 
% of Equities 
 
in the fund 
=
81.71%
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
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.
IE00B3CH6563 
One Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
(3.94)%
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.

IE00B3CH6563 One Year Return Comparison

IE00B3CH6563 Fundamental Comparison

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