Global Healthcare Income Fund Manager Performance Evaluation
| HIG Fund | CAD 8.09 0.03 0.37% |
The fund retains a Market Volatility (i.e., Beta) of 0.0188, which attests to not very significant fluctuations relative to the market. As returns on the market increase, Global Healthcare's returns are expected to increase less than the market. However, during the bear market, the loss of holding Global Healthcare is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Global Healthcare Income are ranked lower than 12 (%) of all funds and portfolios of funds over the last 90 days. In spite of very unfluctuating technical and fundamental indicators, Global Healthcare may actually be approaching a critical reversion point that can send shares even higher in April 2025.
...more1 | Tioga Capital closes 125m RE fund, adtech startup raises 235m - Alternatives Watch | 02/04/2025 |
2 | Equistone to sell stake in Timetoact Group to HIG Capital - PE Hub | 03/03/2025 |
3 | Private Equity Fight Reveals Subpoena Over H.I.G.-Audax Deal - Bloomberg | 03/19/2025 |
Global |
Global Healthcare Relative Risk vs. Return Landscape
If you would invest 756.00 in Global Healthcare Income on December 26, 2024 and sell it today you would earn a total of 53.00 from holding Global Healthcare Income or generate 7.01% return on investment over 90 days. Global Healthcare Income is generating 0.1196% of daily returns assuming 0.7386% volatility of returns over the 90 days investment horizon. Simply put, 6% of all funds have less volatile historical return distribution than Global Healthcare, and 98% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Global Healthcare Current Valuation
Undervalued
Today
Please note that Global Healthcare's price fluctuation is very steady at this time. At this time, the entity appears to be undervalued. Global Healthcare Income retains a regular Real Value of C$8.75 per share. The prevalent price of the fund is C$8.09. We determine the value of Global Healthcare Income from evaluating fund fundamentals and technical indicators as well as its Probability Of Bankruptcy. In general, we encourage obtaining undervalued funds and abandoning overvalued funds since, at some point, fund prices and their ongoing real values will come together.
Since Global Healthcare is currently traded on the exchange, buyers and sellers on that exchange determine the market value of Global Fund. However, Global Healthcare's 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 8.09 | Real 8.75 | Hype 8.09 |
The intrinsic value of Global Healthcare's 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, news, and other external factors that may influence Global Healthcare's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
Estimating the potential upside or downside of Global Healthcare Income 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 Healthcare more accurately as focusing exclusively on Global Healthcare's fundamentals will not take into account other important factors: Global Healthcare Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Global Healthcare's investment risk. Standard deviation is the most common way to measure market volatility of funds, such as Global Healthcare Income, and traders can use it to determine the average amount a Global Healthcare's 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 = 0.1619
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| Cash | HIG | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 0.74 actual daily | 6 94% of assets are more volatile |
Expected Return
| 0.12 actual daily | 2 98% of assets have higher returns |
Risk-Adjusted Return
| 0.16 actual daily | 12 88% of assets perform better |
Based on monthly moving average Global Healthcare is performing at about 12% of its full potential. 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 Healthcare by adding it to a well-diversified portfolio.
Global Healthcare Fundamentals Growth
Global Fund prices reflect investors' perceptions of the future prospects and financial health of Global Healthcare, and Global Healthcare 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.
| Total Asset | 52.52 M | |||
About Global Healthcare Performance
By examining Global Healthcare's fundamental ratios, stakeholders can obtain critical insights into Global Healthcare's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Global Healthcare is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
The investment objectives of HIG are to provide holders of Units of HIG with stable monthly cash distributions the opportunity for capital appreciation and lower overall volatility of portfolio returns than would otherwise be experienced by owning securities of Healthcare Companies directly. BROMPTON GLOBAL is traded on Toronto Stock Exchange in Canada.Things to note about Global Healthcare Income performance evaluation
Checking the ongoing alerts about Global Healthcare for important developments is a great way to find new opportunities for your next move. Fund alerts and notifications screener for Global Healthcare Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Latest headline from news.google.com: Private Equity Fight Reveals Subpoena Over H.I.G.-Audax Deal - Bloomberg |
- Analyzing Global Healthcare's 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 Healthcare's stock is overvalued or undervalued compared to its peers.
- Examining Global Healthcare's 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 Healthcare's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Global Healthcare's management team can help you assess the Fund's leadership.
- Pay attention to analyst opinions and ratings of Global Healthcare's fund. These opinions can provide insight into Global Healthcare's potential for growth and whether the stock is currently undervalued or overvalued.
Other Information on Investing in Global Fund
Global Healthcare 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 Healthcare security.
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