New Capital Fundamental Relationships

IE00BG6MV538 -- Ireland Fund  

USD 136.56  3.68  2.62%

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

New Capital Dynamic Cash Position Weight vs. Minimum Initial Investment Fundamental Analysis

New Capital Dynamic European Eq USD Ord is currently considered the top fund in minimum initial investment among similar funds. It is currently considered the top fund in cash position weight among similar funds . The ratio of Minimum Initial Investment to Cash Position Weight for New Capital Dynamic European Eq USD Ord is about  4,065 
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.
New Capital 
Minimum Initial Investment 
=  
First Fund Deposit 
=
10K
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.
Percentage of fund asset invested in cash equivalents or risk free instruments. About 40% of all global funds carry cash on their balance sheet.
New Capital 
Cash Percentage 
 = 
% of Cash 
 
in the fund 
=
2.46%
Funds or Etfs that have over 40% of their value invested in low risk instruments or cash equivalents typically attract conservative investors.

New Capital Dynamic Cash Position Weight Comparison

New Capital is currently under evaluation in cash position weight among similar funds.

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