New Capital Global Value Credit Fund CHF Ord Acc

Morningstar Rating™(Relative to Category)31/12/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageBelow Average2 star
5-YearBelow AverageBelow Average2 star
10-Year--Not Rated
OverallBelow AverageBelow Average2 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 Measurements31/12/2019
3-Yr Std Dev8.22 %
3-Yr Mean Return0.94 %
3-Yr Sharpe Ratio0.05
Modern Portfolio Statistics31/12/201931/12/2019
 Standard IndexBest Fit Index
 BBgBarc Gbl Agg Corp TR Hdg CHF  BBgBarc Gbl Agg Corp TR Hdg CHF
3-Yr Beta0.570.57
3-Yr Alpha0.270.27
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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