Baillie Gifford Global Discovery Fund B Accumulation

Register to Unlock Ratings
Morningstar Rating™(Relative to Category)31/03/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowHigh1 star
5-YearLowAbove Average1 star
10-YearBelow AverageHigh1 star
OverallBelow AverageHigh1 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • Baillie Gifford Global Discovery Fund B Accumulation
  • Morningstar Gbl SMID NR USD
%
Volatility Measurements31/03/2024
 
3-Yr Std Dev26.79 %
3-Yr Mean Return-20.04 %
 
3-Yr Sharpe Ratio-0.92
 
Modern Portfolio Statistics31/03/202431/03/2024
 Standard IndexBest Fit Index
 Morningstar Gbl SMID NR USD  Refinitiv Global CB TR USD
3-Yr Beta1.362.44
3-Yr Alpha-29.48-15.50
 
Advertisement
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)
© Copyright 2024 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Modern Slavery Statement        Cookie Settings        Disclosures