Artorius Fund A GBP Acc

Morningstar Rating™(Relative to Category)30/11/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageBelow Average4 star
5-YearAverageBelow Average3 star
10-Year--Not Rated
OverallAverageBelow 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 Measurements30/11/2019
 
3-Yr Std Dev10.63 %
3-Yr Mean Return15.08 %
 
3-Yr Sharpe Ratio1.28
 
Modern Portfolio Statistics30/11/201930/11/2019
 Standard IndexBest Fit Index
 FTSE Small Cap Ex Invest Trust TR GBP  FTSE Small Cap Ex Invest Trust TR GBP
3-Yr Beta0.780.78
3-Yr Alpha9.879.87
 
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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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