GemCap Investment Funds (Ireland) plc - Third Avenue Real Estate Value Fund A4 USD Acc

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Morningstar Rating™(Relative to Category)30/09/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighAbove Average5 star
5-YearHighAbove Average5 star
10-YearAverageHigh3 star
OverallAbove AverageHigh4 star
 
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1 Year Daily Volatility Chart (annualised)
  • GemCap Investment Funds (Ireland) plc - Third Avenue Real Estate Value Fund A4 USD Acc
  • Morningstar Gbl Real Est TME NR USD
%
Volatility Measurements30/09/2024
 
3-Yr Std Dev16.86 %
3-Yr Mean Return5.43 %
 
3-Yr Sharpe Ratio0.12
 
Modern Portfolio Statistics30/09/202430/09/2024
 Standard IndexBest Fit Index
 Morningstar Gbl Real Est TME NR USD  Morningstar Gbl REIT GR USD
3-Yr Beta1.040.99
3-Yr Alpha4.012.11
 
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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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