Franklin UK Mid Cap Fund A(inc)

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Morningstar Rating™(Relative to Category)31/03/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAbove Average2 star
5-YearBelow AverageAbove Average2 star
10-Year*AverageAverage2 star
Overall*AverageAbove Average2 star
 
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1 Year Daily Volatility Chart (annualised)
  • Franklin UK Mid Cap Fund A(inc)
  • FTSE 250 Ex Investment Trust TR GBP
%
Volatility Measurements31/03/2021
 
3-Yr Std Dev23.34 %
3-Yr Mean Return6.92 %
 
3-Yr Sharpe Ratio0.27
 
Modern Portfolio Statistics31/03/202131/03/2021
 Standard IndexBest Fit Index
 FTSE 250 Ex Investment Trust TR GBP  FTSE 250 Ex Investment Trust TR GBP
3-Yr Beta1.031.03
3-Yr Alpha-0.80-0.80
 
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* This share class has performance data calculated prior to the inception date, 2011-10-17. This is based upon a simulated/extended track record 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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