WSF Global Equity Fund USD I

Morningstar Rating™(Relative to Category)30/04/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageHigh4 star
5-YearHighHigh5 star
10-Year--Not Rated
OverallHighHigh5 star
 
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1 Year Daily Volatility Chart (annualised)
  • WSF Global Equity Fund USD I
  • DJ Islamic World TR USD
%
Volatility Measurements30/04/2019
 
3-Yr Std Dev11.19 %
3-Yr Mean Return14.50 %
 
3-Yr Sharpe Ratio1.18
 
Modern Portfolio Statistics30/04/201930/04/2019
 Standard IndexBest Fit Index
 DJ Islamic World TR USD  MSCI World Free Growth NR USD
3-Yr R-Squared70.0772.45
3-Yr Beta0.930.87
3-Yr Alpha-2.19-2.22
 
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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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