M&G Global Dividend Fund Sterling A Acc

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Morningstar Rating™(Relative to Category)31/05/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAbove Average3 star
5-YearAbove AverageHigh4 star
10-YearAbove AverageHigh3 star
OverallAbove AverageHigh3 star
 
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1 Year Daily Volatility Chart (annualised)
  • M&G Global Dividend Fund Sterling A Acc
  • Morningstar Gbl High Div Yld NR USD
%
Volatility Measurements31/05/2024
 
3-Yr Std Dev10.64 %
3-Yr Mean Return9.16 %
 
3-Yr Sharpe Ratio0.58
 
Modern Portfolio Statistics31/05/202431/05/2024
 Standard IndexBest Fit Index
 Morningstar Gbl High Div Yld NR USD  FTSE AllSh TR GBP
3-Yr Beta0.990.89
3-Yr Alpha-0.170.76
 
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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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