III UCITS Fundamental Relationships

IE00B87F4K15 -- Ireland Fund  

GBp 102,674  3,607  3.39%

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 Year to Date Return vs. Minimum Initial Investment Fundamental Analysis

III UCITS Credit Opportunities C2 is currently considered the top fund in minimum initial investment among similar funds. It is currently considered the top fund in year to date return among similar funds . The ratio of Minimum Initial Investment to Year to Date Return for III UCITS Credit Opportunities C2 is about  3,191 
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 
=
3 K
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.
Year to Date Return (YTD) is the total return generated from holding a security from the beginning of current fiscal year. In other words YTD Return represents the capital appreciation of your investments from the start of the current fiscal year.
III UCITS 
YTD Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
0.94 %
Year-To-Date typically refers to a period starting from the beginning of the current year, and continuing up to the present day. Investors should becareful when comparing YTD ratios if not much of the year has occurred as research shows that YTD measures are more sensitive to early periods than late.

III UCITS Credit Year to Date Return Comparison

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