City Financial Wealth Fund CHF Acc

Morningstar Rating™(Relative to Category)31/12/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowAbove Average1 star
5-YearLowAbove Average1 star
10-YearLowAbove Average1 star
OverallLowAbove Average1 star
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • City Financial Wealth Fund CHF Acc
  • Cat 50%Citi SwissGBI&50%MSCI Wld Free NR
Volatility Measurements31/12/2019
3-Yr Std Dev11.31 %
3-Yr Mean Return0.30 %
3-Yr Sharpe Ratio-0.02
Modern Portfolio Statistics31/12/201931/12/2019
 Standard IndexBest Fit Index
 Cat 50%Citi SwissGBI&50%MSCI Wld Free NR  FTSE/JSE All Share TR ZAR
3-Yr Beta0.380.22
3-Yr Alpha-0.98-0.16
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(

Audience Confirmation

By clicking 'accept' I acknowledge that this website uses cookies and other technologies to tailor my experience and understand how I and other visitors use our site. See 'Cookie Consent' for more detail.

  • Other Morningstar Websites