Barings Europe Select Trust - Class I EUR Inc

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Morningstar Rating™(Relative to Category)31/03/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearAverageBelow Average3 star
10-Year--Not Rated
OverallAverageBelow Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Barings Europe Select Trust - Class I EUR Inc
  • MSCI Europe ex UK Small Cap NR EUR
%
Volatility Measurements30/04/2024
 
3-Yr Std Dev15.12 %
3-Yr Mean Return-0.17 %
 
3-Yr Sharpe Ratio-0.18
 
Modern Portfolio Statistics30/04/202430/04/2024
 Standard IndexBest Fit Index
 MSCI Europe ex UK Small Cap NR EUR  MSCI Europe ex UK Small Cap NR EUR
3-Yr Beta0.930.93
3-Yr Alpha-1.21-1.21
 
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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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