WSF Global Equity Fund USD I

Morningstar Rating™(Relative to Category)30/06/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageHigh4 star
5-YearAbove AverageHigh4 star
10-Year--Not Rated
OverallAbove AverageHigh4 star
 
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1 Year Daily Volatility Chart (annualised)
  • WSF Global Equity Fund USD I
  • DJ Islamic World TR USD
%
Volatility Measurements30/06/2020
 
3-Yr Std Dev14.90 %
3-Yr Mean Return9.99 %
 
3-Yr Sharpe Ratio0.60
 
Modern Portfolio Statistics30/06/202030/06/2020
 Standard IndexBest Fit Index
 DJ Islamic World TR USD  MSCI World Small Cap NR USD
3-Yr Beta0.940.73
3-Yr Alpha-3.764.68
 
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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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