MI TwentyFour AM Dynamic Bond Fund A Accumulation shares

Morningstar Rating™(Relative to Category)31/07/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAbove Average3 star
5-YearAverageAbove Average3 star
10-YearAbove AverageAbove Average4 star
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 Measurements31/07/2020
 
3-Yr Std Dev7.46 %
3-Yr Mean Return2.62 %
 
3-Yr Sharpe Ratio0.27
 
Modern Portfolio Statistics31/07/202031/07/2020
 Standard IndexBest Fit Index
 BBgBarc Global Aggregate TR Hdg GBP  ICE BofA Sterling HY TR USD
3-Yr Beta1.320.80
3-Yr Alpha-2.36-0.46
 
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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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