Orchard G Fundamental Relationships

IE00B528P453 -- Ireland Fund  

GBP 764.00  1.00  0.13%

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

Orchard G GBP Cash Position Weight vs. Holdings Turnover Fundamental Analysis

Orchard G GBP is currently considered the top fund in holdings turnover among similar funds. It is currently considered the top fund in cash position weight among similar funds creating about  61.54  of Cash Position Weight per Holdings Turnover.
Holding Turnover is calculated by adding up all the transactions for the year, dividing it by 2 and then dividing it again by the fund total holdings. Holding Turnover is the rate at which funds or ETFs replace their investment holdings on an annual basis. In other words it measures how quickly a fund turns over its holdings during the fiscal year.
Orchard G 
Holding Turnover 
 = 
Year Cash Flow 
Net Asset 
X
100 
=
1.28 %
Investor can think of Holding Turnover as percentage of a fund's assets that have turned over in the past year. Typically, a high annual turnover ratio implies that fund managers made a lot of buying and selling. The higher the annual turnover, the higher the expense ratio for the fund.
Percentage of fund asset invested in cash equivalents or risk free instruments. About 40% of all global funds carry cash on their balance sheet.
Orchard G 
Cash Percentage 
 = 
% of Cash 
 
in the fund 
=
78.77 %
Funds or Etfs that have over 40% of their value invested in low risk instruments or cash equivalents typically attract conservative investors.

Orchard G GBP Cash Position Weight Comparison

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