New Capital Fundamental Relationships

IE00BG6MV538 -- Ireland Fund  

USD 157.45  0.36  0.23%

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 Minimum Initial Investment vs. Equity Positions Weight Fundamental Analysis

New Capital Dynamic European Eq USD Ord is currently considered the top fund in equity positions weight among similar funds. It is currently considered the top fund in minimum initial investment among similar funds making about  102.52  of Minimum Initial Investment per Equity Positions Weight.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
New Capital 
Stock Percentage 
% of Equities 
in the fund 
97.54 %
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.
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 
10 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.

New Capital Dynamic Minimum Initial Investment Comparison

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