JO Hambro Capital Management Asia ex-Japan Small and Mid-Cap Fund A Sterling

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Morningstar Rating™(Relative to Category)31/03/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageBelow Average4 star
5-YearAbove AverageBelow Average4 star
10-YearAbove AverageBelow Average3 star
OverallAbove AverageBelow Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • JO Hambro Capital Management Asia ex-Japan Small and Mid-Cap Fund A Sterling
  • MSCI AC Asia Ex JPN Small Cap NR USD
%
Volatility Measurements31/03/2024
 
3-Yr Std Dev12.30 %
3-Yr Mean Return4.00 %
 
3-Yr Sharpe Ratio0.12
 
Modern Portfolio Statistics31/03/202431/03/2024
 Standard IndexBest Fit Index
 MSCI AC Asia Ex JPN Small Cap NR USD  Morningstar Asia 50/50 NR USD
3-Yr Beta0.710.95
3-Yr Alpha-2.223.48
 
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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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