Odey Swan Fundamental Relationships

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

Odey Swan R One Year Return vs. Equity Positions Weight Fundamental Analysis

Odey Swan R GBP is currently considered the top fund in equity positions weight among similar funds. It is currently considered the top fund in one year return among similar funds .
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Odey Swan 
Stock Percentage 
 = 
% of Equities 
 
in the fund 
=
11.25%
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
One Year Return is the annualized return generated from holding a security for exactly 12 months. The measure is considered to be good short-term measures of fund performance. In other words it represents the capital appreciation of fund investments over the last year. However when the market is volatile such as in recent years, One Year Return measure can be misleading.
Odey Swan 
One Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
(11.43)%
Although One Year Fund Return indicator can give a sense of overall fund short-term potential, it is recommended to look at mid and long term return measure before selecting a particular fund or ETF. The great way to validate fund short-term performance is to compare it with other similar funds or ETFs for the same 12 months interval.

Odey Swan One Year Return Comparison

Odey Swan is currently under evaluation in one year return among similar funds.

Odey Swan Fundamental Comparison

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