City Financial Wealth Fund CHF Acc

Morningstar Rating™(Relative to Category)31/08/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowHigh1 star
5-YearLowHigh1 star
10-YearLowHigh1 star
OverallLowHigh1 star
 
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1 Year Daily Volatility Chart (annualised)
  • City Financial Wealth Fund CHF Acc
  • Cat 50%Citi SwissGBI&50%MSCI Wld Free NR
%
Volatility Measurements31/08/2020
 
3-Yr Std Dev15.33 %
3-Yr Mean Return-2.62 %
 
3-Yr Sharpe Ratio-0.21
 
Modern Portfolio Statistics31/08/202031/08/2020
 Standard IndexBest Fit Index
 Cat 50%Citi SwissGBI&50%MSCI Wld Free NR  MSCI Australia NR USD
3-Yr Beta1.290.56
3-Yr Alpha-9.36-5.02
 
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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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