First Sentier Global Listed Infrastructure Fund Class B (Accumulation) GBP

Morningstar Rating™(Relative to Category)30/09/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageBelow Average3 star
5-YearHighBelow Average5 star
10-YearHighBelow Average5 star
OverallHighBelow Average5 star
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1 Year Daily Volatility Chart (annualised)
  • First Sentier Global Listed Infrastructure Fund Class B (Accumulation) GBP
  • S&P Global Infrastructure TR USD
Volatility Measurements30/09/2020
3-Yr Std Dev13.04 %
3-Yr Mean Return3.70 %
3-Yr Sharpe Ratio0.24
Modern Portfolio Statistics30/09/202030/09/2020
 Standard IndexBest Fit Index
 S&P Global Infrastructure TR USD  S&P Global Infrastructure TR USD
3-Yr Beta0.720.72
3-Yr Alpha1.781.78
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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