Ninety One Cautious Managed I Acc

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Morningstar Rating™(Relative to Category)31/05/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowAbove Average1 star
5-YearLowAbove Average1 star
10-YearLowAbove Average1 star
Overall*LowAbove Average1 star
 
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1 Year Daily Volatility Chart (annualised)
  • Ninety One Cautious Managed I Acc
  • Morningstar UK Mod Tgt Alloc NR GBP
%
Volatility Measurements31/05/2021
 
3-Yr Std Dev11.67 %
3-Yr Mean Return1.18 %
 
3-Yr Sharpe Ratio0.06
 
Modern Portfolio Statistics31/05/202131/05/2021
 Standard IndexBest Fit Index
 Morningstar UK Mod Tgt Alloc NR GBP  FTSE 250 Ex Investment Trust TR GBP
3-Yr Beta1.250.49
3-Yr Alpha-5.86-2.37
 
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* This share class has performance data calculated prior to the inception date, 2008-03-03. This is based upon a simulated/extended track record, using the track record of Ninety One Cautious Managed A Acc (ISIN: GB0031074817), 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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