Global Opportunities (UK) Manager Performance Evaluation
| GOT Fund | 276.00 2.00 0.72% |
The fund retains a Market Volatility (i.e., Beta) of 0.19, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Global Opportunities' returns are expected to increase less than the market. However, during the bear market, the loss of holding Global Opportunities is expected to be smaller as well.
Risk-Adjusted Performance
0 of 100
Weak | Strong |
Very Weak
Over the last 90 days Global Opportunities Trust has generated negative risk-adjusted returns adding no value to fund investors. In spite of latest weak performance, the Fund's technical and fundamental indicators remain sound and the latest tumult on Wall Street may also be a sign of longer-term gains for the fund shareholders.
...moreForward Dividend Yield 0.0181 | Payout Ratio 0.266 | Forward Dividend Rate 0.05 | Ex Dividend Date 2024-05-02 |
Global |
Global Opportunities Relative Risk vs. Return Landscape
If you would invest 29,700 in Global Opportunities Trust on September 22, 2024 and sell it today you would lose (2,100) from holding Global Opportunities Trust or give up 7.07% of portfolio value over 90 days. Global Opportunities Trust is generating negative expected returns and assumes 1.3908% volatility on return distribution over the 90 days horizon. Simply put, 12% of funds are less volatile than Global, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Global Opportunities Current Valuation
Fairly Valued
Today
Please note that Global Opportunities' price fluctuation is very steady at this time. At this time, the entity appears to be fairly valued. Global Opportunities retains a regular Real Value of USD276.0 per share. The prevalent price of the fund is USD276.0. We determine the value of Global Opportunities from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage purchasing undervalued funds and exiting overvalued funds since, at some point, fund prices and their ongoing real values will come together.
The fair value of the Global fund is determined by what a typical buyer is willing to pay for full or partial control of Global Opportunities Trust. Since Global Opportunities is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Global Fund. However, Global Opportunities' intrinsic value may or may not be the same as its current market price, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value. | Historical | Market 276.0 | Real 276.0 | Hype 276.0 | Naive 274.21 |
The real value of Global Fund, also known as its intrinsic value, is the underlying worth of Global Opportunities Fund, which is reflected in its stock price. It is based on Global Opportunities' financial performance, growth prospects, management team, or industry conditions. The intrinsic value of Global Opportunities' stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, or news.
Estimating the potential upside or downside of Global Opportunities Trust helps investors to forecast how Global fund's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Global Opportunities more accurately as focusing exclusively on Global Opportunities' fundamentals will not take into account other important factors: Global Opportunities Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Global Opportunities' investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Global Opportunities Trust, and traders can use it to determine the average amount a Global Opportunities' price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.073
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | GOT |
Estimated Market Risk
| 1.39 actual daily | 12 88% of assets are more volatile |
Expected Return
| -0.1 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.07 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Global Opportunities is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Global Opportunities by adding Global Opportunities to a well-diversified portfolio.
Global Opportunities Fundamentals Growth
Global Fund prices reflect investors' perceptions of the future prospects and financial health of Global Opportunities, and Global Opportunities fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Global Fund performance.
| Return On Equity | 0.0517 | ||||
| Return On Asset | 0.0341 | ||||
| Profit Margin | 0.84 % | ||||
| Operating Margin | 0.92 % | ||||
| Current Valuation | 44.62 M | ||||
| Shares Outstanding | 29.22 M | ||||
| Price To Book | 0.75 X | ||||
| Price To Sales | 12.44 X | ||||
| Revenue | 6.53 M | ||||
| Total Debt | 151 K | ||||
| Book Value Per Share | 3.69 X | ||||
| Earnings Per Share | 0.19 X | ||||
| Total Asset | 106.56 M | ||||
About Global Opportunities Performance
By analyzing Global Opportunities' fundamental ratios, stakeholders can gain valuable insights into Global Opportunities' financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Global Opportunities has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Global Opportunities has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Global Opportunities is entity of United Kingdom. It is traded as Fund on LSE exchange.Things to note about Global Opportunities performance evaluation
Checking the ongoing alerts about Global Opportunities for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Global Opportunities help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Global Opportunities generated a negative expected return over the last 90 days | |
| The fund retains all of the assets under management (AUM) in different types of exotic instruments |
- Analyzing Global Opportunities' financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Global Opportunities' stock is overvalued or undervalued compared to its peers.
- Examining Global Opportunities' industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Global Opportunities' management team can have a significant impact on its success or failure. Reviewing the track record and experience of Global Opportunities' management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Global Opportunities' fund. These opinions can provide insight into Global Opportunities' potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Global Fund
Global Opportunities financial ratios help investors to determine whether Global Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Global with respect to the benefits of owning Global Opportunities security.
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