SWMC Small Fundamental Relationships

IE00B3X68X40 -- Ireland Fund  

EUR 122.75  4.10  3.23%

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

SWMC Small Cap Minimum Initial Investment vs. Cash Position Weight Fundamental Analysis

SWMC Small Cap European A EUR is currently considered the top fund in cash position weight among similar funds. It is currently considered the top fund in minimum initial investment among similar funds making about  266.24  of Minimum Initial Investment per Cash Position Weight.
Percentage of fund asset invested in cash equivalents or risk free instruments. About 40% of all global funds carry cash on their balance sheet.
SWMC Small 
Cash Percentage 
 = 
% of Cash 
 
in the fund 
=
37.56%
Funds or Etfs that have over 40% of their value invested in low risk instruments or cash equivalents typically attract conservative investors.
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.
SWMC Small 
Minimum Initial Investment 
=  
First Fund Deposit 
=
10K
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.

SWMC Small Minimum Initial Investment Comparison

SWMC Small Fundamental Comparison

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