TB Amati UK Smaller Companies B Acc

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Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearAbove AverageAverage4 star
10-YearAbove AverageAverage4 star
Overall*Above AverageAverage4 star
 
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1 Year Daily Volatility Chart (annualised)
  • TB Amati UK Smaller Companies B Acc
  • FTSE Small Cap Ex Invest Trust TR GBP
%
Volatility Measurements30/09/2021
 
3-Yr Std Dev23.12 %
3-Yr Mean Return15.83 %
 
3-Yr Sharpe Ratio0.62
 
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 FTSE Small Cap Ex Invest Trust TR GBP  MSCI UK Small Cap NR USD
3-Yr Beta0.860.98
3-Yr Alpha2.766.74
 
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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)