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Barclays Portfolios SICAV - Barclays GlobalBeta Portfolio 5 C Dis EUR

Morningstar Rating™(Relative to Category)30/11/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage4 star
5-YearAbove AverageBelow Average4 star
10-Year--Not Rated
OverallAbove AverageBelow Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Barclays Portfolios SICAV - Barclays GlobalBeta Portfolio 5 C Dis EUR
  • Cat 25%Barclays EurAgg TR&75%FTSE Wld TR
%
Volatility Measurements30/11/2019
 
3-Yr Std Dev10.94 %
3-Yr Mean Return7.99 %
 
3-Yr Sharpe Ratio0.66
 
Modern Portfolio Statistics30/11/201930/11/2019
 Standard IndexBest Fit Index
 Cat 25%Barclays EurAgg TR&75%FTSE Wld TR  Cat 50%Barclays EurAgg TR&50%FTSE Wld TR
3-Yr Beta0.891.32
3-Yr Alpha-0.78-2.01
 
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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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