Pictet-Water P dy GBP

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Morningstar Rating™(Relative to Category)31/07/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearAbove AverageAverage4 star
10-YearAverageAverage3 star
Overall*AverageAverage3 star
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1 Year Daily Volatility Chart (annualised)
  • Pictet-Water P dy GBP
  • S&P Global Water TR
Volatility Measurements31/07/2022
3-Yr Std Dev16.82 %
3-Yr Mean Return10.64 %
3-Yr Sharpe Ratio0.59
Modern Portfolio Statistics31/07/202231/07/2022
 Standard IndexBest Fit Index
 S&P Global Water TR  S&P Global Water TR
3-Yr Beta1.021.02
3-Yr Alpha-2.86-2.86
* This share class has performance data calculated prior to the inception date, 2008-06-03. This is based upon a simulated/extended track record, using the track record of Pictet-Water P EUR (ISIN: LU0104884860), 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(