Artorius Fund A GBP Acc

Morningstar Rating™(Relative to Category)31/07/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAbove Average4 star
5-YearAbove AverageAbove Average3 star
10-Year--Not Rated
OverallAbove AverageAbove Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Artorius Fund A GBP Acc
  • FTSE Small Cap Ex Invest Trust TR GBP
%
Volatility Measurements31/07/2020
 
3-Yr Std Dev22.08 %
3-Yr Mean Return8.74 %
 
3-Yr Sharpe Ratio0.36
 
Modern Portfolio Statistics31/07/202031/07/2020
 Standard IndexBest Fit Index
 FTSE Small Cap Ex Invest Trust TR GBP  FTSE Small Cap Ex Invest Trust TR GBP
3-Yr Beta1.021.02
3-Yr Alpha13.4813.48
 
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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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