III UCITS Fundamental Relationships

The Drivers Module shows relationships between III UCITS's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of III UCITS Credit Opportunities C2 over time as well as its relative position and ranking within its peers. Please also check Risk vs Return Analysis.

III UCITS Credit Minimum Initial Investment vs. One Year Return Fundamental Analysis

III UCITS Credit Opportunities C2 is currently considered the top fund in one year return among similar funds. It is currently considered the top fund in minimum initial investment among similar funds making about  617.28  of Minimum Initial Investment per One Year Return.
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.
III UCITS 
One Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
4.86%
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.
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.
III UCITS 
Minimum Initial Investment 
=  
First Fund Deposit 
=
3K
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.

III UCITS Minimum Initial Investment Comparison

III UCITS Fundamental Comparison

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