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First State Global Listed Infrastructure Fund Class B (Accumulation) GBP

Morningstar Rating™(Relative to Category)31/08/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighBelow Average5 star
5-YearHighBelow Average5 star
10-YearHighLow5 star
OverallHighBelow Average5 star
 
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1 Year Daily Volatility Chart (annualised)
  • First State Global Listed Infrastructure Fund Class B (Accumulation) GBP
  • S&P Global Infrastructure TR USD
%
Volatility Measurements31/08/2019
 
3-Yr Std Dev10.22 %
3-Yr Mean Return12.72 %
 
3-Yr Sharpe Ratio1.13
 
Modern Portfolio Statistics31/08/201931/08/2019
 Standard IndexBest Fit Index
 S&P Global Infrastructure TR USD  S&P Global Infrastructure TR USD
3-Yr Beta0.780.78
3-Yr Alpha2.792.79
 
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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)

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