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Merian UK Smaller Companies Fund R GBP Acc

Morningstar Rating™(Relative to Category)30/09/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAbove Average3 star
5-YearAbove AverageHigh4 star
10-Year*Above AverageAbove Average3 star
Overall*Above AverageAbove Average3 star
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1 Year Daily Volatility Chart (annualised)
  • Merian UK Smaller Companies Fund R GBP Acc
  • FTSE Small Cap Ex Invest Trust TR GBP
Volatility Measurements30/09/2019
3-Yr Std Dev13.53 %
3-Yr Mean Return10.80 %
3-Yr Sharpe Ratio0.72
Modern Portfolio Statistics30/09/201930/09/2019
 Standard IndexBest Fit Index
 FTSE Small Cap Ex Invest Trust TR GBP  MSCI UK Small Cap NR USD
3-Yr Beta1.151.08
3-Yr Alpha6.402.50
* This share class has performance data calculated prior to the inception date, 2011-07-01. This is based upon a simulated/extended track record, using the track record of Merian UK Smaller Companies A GBP Acc (ISIN: GB00B1XG7C26), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
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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