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.

The Conservative Real Equity Positions Weight vs. Bond Positions Weight Fundamental Analysis

The Conservative Real Ret F GBP Acc is currently considered the top fund in bond positions weight among similar funds. It is currently considered the top fund in equity positions weight among similar funds making about  2.75  of Equity Positions Weight per Bond Positions Weight.
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.
Conservative Real 
Bond Percentage 
 = 
% of Bonds 
 
in the fund 
=
23.09 %
Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.
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.

The Conservative Real Equity Positions Weight Comparison

Thematic Opportunities

Explore Investment Opportunities
Build portfolios using Macroaxis predefined set of investing ideas. Many of Macroaxis investing ideas can easily outperform a given market. Ideas can also be optimized per your risk profile before portfolio origination is invoked.
Explore Thematic Ideas
Explore Investing Ideas