Rathbone Multi Asset Enhanced Growth Portfolio Retail Accumulation

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Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageBelow Average4 star
5-YearAverageBelow Average4 star
10-YearAverageAverage3 star
OverallAverageAverage4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Rathbone Multi Asset Enhanced Growth Portfolio Retail Accumulation
  • Morningstar UK Adv Tgt Alloc NR GBP
%
Volatility Measurements30/09/2021
 
3-Yr Std Dev12.79 %
3-Yr Mean Return10.07 %
 
3-Yr Sharpe Ratio0.72
 
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 Morningstar UK Adv Tgt Alloc NR GBP  MSCI ACWI NR USD
3-Yr Beta0.930.84
3-Yr Alpha1.45-0.38
 
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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)