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Ardevora UK Equity Fund C GBP Acc

Morningstar Rating™(Relative to Category)30/11/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearAbove AverageAbove Average4 star
10-Year--Not Rated
OverallAbove AverageAbove Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Ardevora UK Equity Fund C GBP Acc
  • FTSE AllSh TR GBP
%
Volatility Measurements30/11/2019
 
3-Yr Std Dev11.36 %
3-Yr Mean Return8.71 %
 
3-Yr Sharpe Ratio0.69
 
Modern Portfolio Statistics30/11/201930/11/2019
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  MSCI Europe Small Cap NR EUR
3-Yr Beta0.740.81
3-Yr Alpha2.560.13
 
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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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