St James's Place Global Acc

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Morningstar Rating™(Relative to Category)30/04/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageHigh2 star
5-YearBelow AverageHigh2 star
10-YearAverageHigh3 star
OverallAverageHigh3 star
 
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1 Year Daily Volatility Chart (annualised)
  • St James's Place Global Acc
  • MSCI ACWI NR USD
%
Volatility Measurements30/04/2022
 
3-Yr Std Dev17.59 %
3-Yr Mean Return9.58 %
 
3-Yr Sharpe Ratio0.51
 
Modern Portfolio Statistics30/04/202230/04/2022
 Standard IndexBest Fit Index
 MSCI ACWI NR USD  MSCI World Free Value NR USD
3-Yr Beta1.161.14
3-Yr Alpha-3.36-0.78
 
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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)