Conservative Real Fundamental Relationships

IE00B3QTGS12 -- Ireland Fund  

GBp 74.00  1.00  1.33%

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

Conservative Real Cash Position Weight vs. Equity Positions Weight Fundamental Analysis

The Conservative Real Ret F GBP Acc is currently considered the top fund in equity positions weight among similar funds. It is currently considered the top fund in cash position weight among similar funds creating about  0.06  of Cash Position Weight per Equity Positions Weight. The ratio of Equity Positions Weight to Cash Position Weight for The Conservative Real Ret F GBP Acc is roughly  15.47 
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Conservative Real 
Stock Percentage 
 = 
% of Equities 
 
in the fund 
=
63.57%
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
Percentage of fund asset invested in cash equivalents or risk free instruments. About 40% of all global funds carry cash on their balance sheet.
Conservative Real 
Cash Percentage 
 = 
% of Cash 
 
in the fund 
=
4.11%
Funds or Etfs that have over 40% of their value invested in low risk instruments or cash equivalents typically attract conservative investors.

Conservative Real Cash Position Weight Comparison

Conservative Real Fundamental Comparison

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