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WSF Global Equity Fund USD I

Morningstar Rating™(Relative to Category)31/07/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAbove Average4 star
5-YearAbove AverageHigh4 star
10-Year--Not Rated
OverallAbove AverageHigh4 star
 
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1 Year Daily Volatility Chart (annualised)
  • WSF Global Equity Fund USD I
  • DJ Islamic World TR USD
%
Volatility Measurements31/07/2019
 
3-Yr Std Dev10.57 %
3-Yr Mean Return12.83 %
 
3-Yr Sharpe Ratio1.10
 
Modern Portfolio Statistics31/07/201931/07/2019
 Standard IndexBest Fit Index
 DJ Islamic World TR USD  MSCI World Free Growth NR USD
3-Yr Beta0.780.76
3-Yr Alpha0.12-0.74
 
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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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