New Capital Global Value Credit Fund CHF Ord Acc

Morningstar Rating™(Relative to Category)30/09/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowLow1 star
5-YearBelow AverageLow2 star
10-YearLowAverage1 star
OverallLowBelow Average1 star
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1 Year Daily Volatility Chart (annualised)
  • New Capital Global Value Credit Fund CHF Ord Acc
  • BBgBarc Gbl Agg Corp TR Hdg CHF
Volatility Measurements30/09/2020
3-Yr Std Dev8.24 %
3-Yr Mean Return4.32 %
3-Yr Sharpe Ratio0.45
Modern Portfolio Statistics30/09/202030/09/2020
 Standard IndexBest Fit Index
 BBgBarc Gbl Agg Corp TR Hdg CHF  BBgBarc Gbl Agg Corp TR Hdg CHF
3-Yr Beta0.790.79
3-Yr Alpha-1.12-1.12
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(

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