Investec UK Special Situations I Acc

Morningstar Rating™(Relative to Category)29/02/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAbove Average2 star
5-YearBelow AverageAverage2 star
10-YearBelow AverageBelow Average3 star
Overall*Below AverageAverage3 star
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1 Year Daily Volatility Chart (annualised)
  • Investec UK Special Situations I Acc
Volatility Measurements31/03/2020
3-Yr Std Dev21.45 %
3-Yr Mean Return-7.52 %
3-Yr Sharpe Ratio-0.39
Modern Portfolio Statistics31/03/202031/03/2020
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  FTSE 250 Ex Investment Trust TR GBP
3-Yr Beta1.391.07
3-Yr Alpha-2.99-3.02
* This share class has performance data calculated prior to the inception date, 2007-06-01. This is based upon a simulated/extended track record, using the track record of Investec UK Special Situations A Acc (ISIN: GB0031075665), 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(

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