Old Mutual Fundamental Relationships

IE00BRTNQV11 -- Ireland Fund  

GBp 1,556  86.00  5.24%

The Drivers Module shows relationships between Old Mutual's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of Old Mutual Eurp Ex UK Smlr Coms R over time as well as its relative position and ranking within its peers. Please also check Risk vs Return Analysis.

Old Mutual Eurp Equity Positions Weight vs. Cash Position Weight Fundamental Analysis

Old Mutual Eurp Ex UK Smlr Coms R is currently considered the top fund in cash position weight among similar funds. It is currently considered the top fund in equity positions weight among similar funds making about  15.98  of Equity Positions Weight per Cash Position Weight.
Percentage of fund asset invested in cash equivalents or risk free instruments. About 40% of all global funds carry cash on their balance sheet.
Old Mutual 
Cash Percentage 
 = 
% of Cash 
 
in the fund 
=
5.89 %
Funds or Etfs that have over 40% of their value invested in low risk instruments or cash equivalents typically attract conservative investors.
Percentage of fund asset invested in equity instruments. About 80% of global funds and ETFs carry equity instruments on their balance sheet.
Old Mutual 
Stock Percentage 
 = 
% of Equities 
 
in the fund 
=
94.11 %
Funds with most asset allocated to stocks can be subclassified into many different categories such as market capitalization or investment style.

Old Mutual Eurp Equity Positions Weight Comparison

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