Pictet - SmartCity I dm GBP

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Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearBelow AverageAverage2 star
10-YearBelow AverageLow2 star
OverallBelow AverageBelow Average2 star
 
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1 Year Daily Volatility Chart (annualised)
  • Pictet - SmartCity I dm GBP
  • MSCI ACWI NR USD
%
Volatility Measurements30/09/2021
 
3-Yr Std Dev15.05 %
3-Yr Mean Return12.24 %
 
3-Yr Sharpe Ratio0.74
 
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 MSCI ACWI NR USD  Cat 25%Barclays US Agg TR&75%FTSE Wld TR
3-Yr Beta0.961.26
3-Yr Alpha0.16-1.69
 
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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)