Quilter Investors Global Equity Value Fund A (USD) Accumulation

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Morningstar Rating™(Relative to Category)31/03/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageBelow Average2 star
5-YearBelow AverageBelow Average3 star
10-Year--Not Rated
OverallBelow AverageBelow Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Quilter Investors Global Equity Value Fund A (USD) Accumulation
  • Morningstar Gbl Val TME NR USD
%
Volatility Measurements31/03/2024
 
3-Yr Std Dev8.14 %
3-Yr Mean Return7.47 %
 
3-Yr Sharpe Ratio0.59
 
Modern Portfolio Statistics31/03/202431/03/2024
 Standard IndexBest Fit Index
 Morningstar Gbl Val TME NR USD  Morningstar UK Mod Adv Tgt Alloc NR GBP
3-Yr Beta0.860.89
3-Yr Alpha-3.061.14
 
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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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