IE00B44YPT98 Fundamental Relationships

The Drivers Module shows relationships between IE00B44YPT98's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of IE00B44YPT98 over time as well as its relative position and ranking within its peers. Please also check Risk vs Return Analysis.

IE00B44YPT98 Cash Position Weight vs. Three Year Return Fundamental Analysis

IE00B44YPT98 is currently considered the top fund in three year return among similar funds. It is currently considered the top fund in cash position weight among similar funds creating about  0.02  of Cash Position Weight per Three Year Return. The ratio of Three Year Return to Cash Position Weight for IE00B44YPT98 is roughly  45.60 
Tree Year Return shows the total annualized return generated from holding a fund or ETFs for the last three years. The return measure includes capital appreciation, losses, dividends paid, and all capital gains distributions. This return indicator is considered by many investors to be solid measures of fund mid-term performance.
IE00B44YPT98 
Three Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
6.84 %
Although Three Year Fund Return indicator can give a sense of overall fund mid-term potential, it is recommended to compare fund performances against other similar funds, ETFs, or market benchmarks for the same 3 year interval.
Percentage of fund asset invested in cash equivalents or risk free instruments. About 40% of all global funds carry cash on their balance sheet.
IE00B44YPT98 
Cash Percentage 
 = 
% of Cash 
 
in the fund 
=
0.15 %
Funds or Etfs that have over 40% of their value invested in low risk instruments or cash equivalents typically attract conservative investors.

IE00B44YPT98 Cash Position Weight Comparison

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