MGI Global Fundamental Relationships

IE00B61G8K48 -- Ireland Fund  

GBp 17,822  516.00  2.81%

The Drivers Module shows relationships between MGI Global's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of MGI Global Equity M 2 Hdg over time as well as its relative position and ranking within its peers. Please also check Risk vs Return Analysis.

MGI Global Equity Three Year Return vs. Equity Positions Weight Fundamental Analysis

MGI Global Equity M 2 Hdg is currently considered the top fund in equity positions weight among similar funds. It is currently considered the top fund in three year return among similar funds reporting about  0.12  of Three Year Return per Equity Positions Weight. The ratio of Equity Positions Weight to Three Year Return for MGI Global Equity M 2 Hdg is roughly  8.27 
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
MGI Global 
Stock Percentage 
 = 
% of Equities 
 
in the fund 
=
86.22%
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
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.
MGI Global 
Three Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
10.43%
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.

MGI Global Three Year Return Comparison

MGI Global Fundamental Comparison

Search macroaxis.com