WS Amati UK Listed Smaller Companies B Acc

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Morningstar Rating™(Relative to Category)31/10/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAverage2 star
5-YearLowAverage1 star
10-YearAbove AverageAverage4 star
Overall*AverageAverage3 star
 
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1 Year Daily Volatility Chart (annualised)
  • WS Amati UK Listed Smaller Companies B Acc
  • Morningstar UK Small Cap TME NR GBP
%
Volatility Measurements30/11/2024
 
3-Yr Std Dev15.62 %
3-Yr Mean Return-9.00 %
 
3-Yr Sharpe Ratio-0.83
 
Modern Portfolio Statistics30/11/202430/11/2024
 Standard IndexBest Fit Index
 Morningstar UK Small Cap TME NR GBP  Morningstar UK Small Cap TME NR GBP
3-Yr Beta0.770.77
3-Yr Alpha-9.46-9.46
 
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* This share class has performance data calculated prior to the inception date, 2008-07-29. This is based upon a simulated/extended track record 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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