WS Macquarie Global Infrastructure Securities Fund B Accumulation

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Morningstar Rating™(Relative to Category)31/03/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighBelow Average5 star
5-YearAbove AverageAbove Average4 star
10-YearAbove AverageAverage4 star
OverallAbove AverageAverage4 star
 
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1 Year Daily Volatility Chart (annualised)
  • WS Macquarie Global Infrastructure Securities Fund B Accumulation
  • S&P Global Infrastructure TR USD
%
Volatility Measurements30/04/2024
 
3-Yr Std Dev10.48 %
3-Yr Mean Return8.10 %
 
3-Yr Sharpe Ratio0.50
 
Modern Portfolio Statistics30/04/202430/04/2024
 Standard IndexBest Fit Index
 S&P Global Infrastructure TR USD  S&P Global Infrastructure TR USD
3-Yr Beta0.930.93
3-Yr Alpha-0.03-0.03
 
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