M&G Global Floating Rate High Yield Fund Sterling E-H Acc

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Morningstar Rating™(Relative to Category)30/09/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighLow5 star
5-YearHighAverage5 star
10-YearAbove AverageAverage4 star
OverallHighAverage5 star
 
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1 Year Daily Volatility Chart (annualised)
  • M&G Global Floating Rate High Yield Fund Sterling E-H Acc
  • Morningstar Gbl HY Bd GR Hdg GBP
%
Volatility Measurements30/09/2024
 
3-Yr Std Dev5.00 %
3-Yr Mean Return6.51 %
 
3-Yr Sharpe Ratio0.64
 
Modern Portfolio Statistics30/09/202430/09/2024
 Standard IndexBest Fit Index
 Morningstar Gbl HY Bd GR Hdg GBP  ICE BofA Sterling HY TR USD
3-Yr Beta0.300.47
3-Yr Alpha3.212.77
 
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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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