Jupiter Flexible Macro Fund I Accumulation

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Morningstar Rating™(Relative to Category)30/04/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowAbove Average1 star
5-YearLowAbove Average1 star
10-YearLowAbove Average1 star
Overall*LowAbove Average1 star
 
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1 Year Daily Volatility Chart (annualised)
  • Jupiter Flexible Macro Fund I Accumulation
  • Morningstar EU Cau Gbl Tgt Alloc NR EUR
%
Volatility Measurements30/04/2022
 
3-Yr Std Dev9.24 %
3-Yr Mean Return-8.47 %
 
3-Yr Sharpe Ratio-0.98
 
Modern Portfolio Statistics30/04/202230/04/2022
 Standard IndexBest Fit Index
 Morningstar EU Cau Gbl Tgt Alloc NR EUR  FTSE EPRA Nareit UK PR GBP
3-Yr Beta0.520.30
3-Yr Alpha-8.17-9.48
 
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* This share class has performance data calculated prior to the inception date, 2011-09-19. This is based upon a simulated/extended track record, using the track record of Jupiter Flexible Macro Fund L Acc (ISIN: GB00B5129B32), 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)