Comgest Growth World USD Acc

Morningstar Rating™(Relative to Category)30/06/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageLow5 star
5-YearHighLow5 star
10-YearAbove AverageLow4 star
OverallAbove AverageLow5 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • Comgest Growth World USD Acc
  • MSCI ACWI Growth NR USD
%
Volatility Measurements30/06/2019
 
3-Yr Std Dev10.38 %
3-Yr Mean Return18.70 %
 
3-Yr Sharpe Ratio1.62
 
Modern Portfolio Statistics30/06/201930/06/2019
 Standard IndexBest Fit Index
 MSCI ACWI Growth NR USD  MSCI World Free Growth NR USD
3-Yr Beta0.780.77
3-Yr Alpha4.654.50
 
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)

Audience Confirmation


By clicking 'accept' I acknowledge that this website uses cookies and other technologies to tailor my experience and understand how I and other visitors use our site. See 'Cookie Consent' for more detail.

  • Other Morningstar Websites