M&G Global Macro Bond Fund Sterling I Acc

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Morningstar Rating™(Relative to Category)30/06/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageBelow Average4 star
5-YearAverageBelow Average3 star
10-Year*Above AverageAverage4 star
Overall*Above AverageAverage4 star
 
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1 Year Daily Volatility Chart (annualised)
  • M&G Global Macro Bond Fund Sterling I Acc
  • BBgBarc Global Aggregate TR USD
%
Volatility Measurements30/06/2021
 
3-Yr Std Dev6.55 %
3-Yr Mean Return4.01 %
 
3-Yr Sharpe Ratio0.53
 
Modern Portfolio Statistics30/06/202130/06/2021
 Standard IndexBest Fit Index
 BBgBarc Global Aggregate TR USD  BBgBarc Pan Euro Agg TR EUR
3-Yr Beta0.850.56
3-Yr Alpha1.542.80
 
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* This share class has performance data calculated prior to the inception date, 2011-12-16. This is based upon a simulated/extended track record, using the track record of M&G Global Macro Bond GBP X Acc (ISIN: GB0031960361), 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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