ANIMA Star Fundamental Relationships

IE00BJBQBQ20 -- Ireland Fund  

EUR 5.41  0.04  0.73%

The Drivers Module shows relationships between ANIMA Star's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of ANIMA Star High Potential Global I EUR over time as well as its relative position and ranking within its peers. Please also check Risk vs Return Analysis.

ANIMA Star High One Year Return vs. Cash Position Weight Fundamental Analysis

ANIMA Star High Potential Global I EUR is currently considered the top fund in cash position weight among similar funds. It is currently considered the top fund in one year return among similar funds reporting about  0.13  of One Year Return per Cash Position Weight. The ratio of Cash Position Weight to One Year Return for ANIMA Star High Potential Global I EUR is roughly  7.73 
Percentage of fund asset invested in cash equivalents or risk free instruments. About 40% of all global funds carry cash on their balance sheet.
ANIMA Star 
Cash Percentage 
 = 
% of Cash 
 
in the fund 
=
70.13 %
Funds or Etfs that have over 40% of their value invested in low risk instruments or cash equivalents typically attract conservative investors.
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.
ANIMA Star 
One Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
9.07 %
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.

ANIMA Star High One Year Return Comparison

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