Kames Investment Fundamental Relationships

The Drivers Module shows relationships between Kames Investment's most relevant fundamental drivers and provides multiple suggestions of what could possibly affect the performance of Kames Investment Grd Glbl Bd I EUR Acc over time as well as its relative position and ranking within its peers. Please also check Risk vs Return Analysis.

Kames Investment Grd Minimum Initial Investment vs. Year to Date Return Fundamental Analysis

Kames Investment Grd Glbl Bd I EUR Acc is currently considered the top fund in year to date return among similar funds. It is currently considered the top fund in minimum initial investment among similar funds making about  231,481  of Minimum Initial Investment per Year to Date Return.
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.
Kames Investment 
YTD Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
=
4.32%
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.
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.
Kames Investment 
Minimum Initial Investment 
=  
First Fund Deposit 
=
1000K
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.

Kames Investment Grd Minimum Initial Investment Comparison

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