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MI TwentyFour AM Dynamic Bond Fund A Accumulation shares

Morningstar Rating™(Relative to Category)31/10/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage4 star
5-YearAbove AverageAbove Average4 star
10-Year--Not Rated
OverallAbove AverageAbove Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • MI TwentyFour AM Dynamic Bond Fund A Accumulation shares
  • BBgBarc Global Aggregate TR Hdg GBP
%
Volatility Measurements31/10/2019
 
3-Yr Std Dev2.57 %
3-Yr Mean Return4.53 %
 
3-Yr Sharpe Ratio1.52
 
Modern Portfolio Statistics31/10/201931/10/2019
 Standard IndexBest Fit Index
 BBgBarc Global Aggregate TR Hdg GBP  ICE BofAML Sterling HY TR USD
3-Yr Beta0.280.74
3-Yr Alpha3.37-0.08
 
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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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