Brandes Global Value Fund A GBP Acc

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Morningstar Rating™(Relative to Category)31/03/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighAbove Average5 star
5-YearHighAbove Average4 star
10-YearAverageAbove Average3 star
OverallAbove AverageAbove Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Brandes Global Value Fund A GBP Acc
  • Morningstar Gbl Val TME NR USD
%
Volatility Measurements30/04/2024
 
3-Yr Std Dev11.80 %
3-Yr Mean Return12.62 %
 
3-Yr Sharpe Ratio0.80
 
Modern Portfolio Statistics30/04/202430/04/2024
 Standard IndexBest Fit Index
 Morningstar Gbl Val TME NR USD  Morningstar Gbl High Div Yld NR USD
3-Yr Beta1.101.14
3-Yr Alpha2.252.89
 
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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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