Dominion Global Trends - Luxury Consumer USD IC

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Morningstar Rating™(Relative to Category)30/09/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAverage2 star
5-YearBelow AverageAverage2 star
10-YearLowAverage2 star
OverallBelow AverageAverage2 star
 
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1 Year Daily Volatility Chart (annualised)
  • Dominion Global Trends - Luxury Consumer USD IC
  • Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR
%
Volatility Measurements30/09/2024
 
3-Yr Std Dev15.18 %
3-Yr Mean Return-0.56 %
 
3-Yr Sharpe Ratio-0.25
 
Modern Portfolio Statistics30/09/202430/09/2024
 Standard IndexBest Fit Index
 Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR  Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR
3-Yr Beta1.221.22
3-Yr Alpha-6.26-6.26
 
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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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