Jupiter Monthly Alternative Income I Acc

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Morningstar Rating™(Relative to Category)30/09/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowAbove Average1 star
5-YearLowAbove Average1 star
10-YearAverageAbove Average3 star
Overall*Below AverageAbove Average2 star
 
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1 Year Daily Volatility Chart (annualised)
  • Jupiter Monthly Alternative Income I Acc
  • Morningstar UK Mod Tgt Alloc NR GBP
%
Volatility Measurements30/09/2024
 
3-Yr Std Dev9.90 %
3-Yr Mean Return-3.16 %
 
3-Yr Sharpe Ratio-0.65
 
Modern Portfolio Statistics30/09/202430/09/2024
 Standard IndexBest Fit Index
 Morningstar UK Mod Tgt Alloc NR GBP  S&P Global Infrastructure TR USD
3-Yr Beta0.690.60
3-Yr Alpha-6.46-10.51
 
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* This share class has performance data calculated prior to the inception date, 2011-09-19. This is based upon a simulated/extended track record, using the track record of Jupiter Monthly Alternative Income L Acc (ISIN: GB0009500314), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
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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