Baillie Gifford Sterling Aggregate Bond Fund C Accumulation

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Morningstar Rating™(Relative to Category)31/03/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAbove Average2 star
5-YearAverageAbove Average3 star
10-Year--Not Rated
OverallAverageAbove Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Baillie Gifford Sterling Aggregate Bond Fund C Accumulation
  • Morningstar UK Core Bd GR GBP
%
Volatility Measurements30/04/2024
 
3-Yr Std Dev10.20 %
3-Yr Mean Return-5.18 %
 
3-Yr Sharpe Ratio-0.78
 
Modern Portfolio Statistics30/04/202430/04/2024
 Standard IndexBest Fit Index
 Morningstar UK Core Bd GR GBP  Morningstar UK Corp Bd GR GBP
3-Yr Beta0.910.90
3-Yr Alpha1.54-1.32
 
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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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