Fundsmith Equity I Acc

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Morningstar Rating™(Relative to Category)31/05/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageBelow Average3 star
5-YearAbove AverageBelow Average4 star
10-YearHighBelow Average5 star
OverallAbove AverageBelow Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Fundsmith Equity I Acc
  • MSCI ACWI Growth NR USD
%
Volatility Measurements30/06/2022
 
3-Yr Std Dev14.04 %
3-Yr Mean Return7.52 %
 
3-Yr Sharpe Ratio0.50
 
Modern Portfolio Statistics30/06/202230/06/2022
 Standard IndexBest Fit Index
 MSCI ACWI Growth NR USD  MSCI World Free Growth NR USD
3-Yr Beta0.830.80
3-Yr Alpha-1.51-2.37
 
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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)