Artemis UK Select Fund I Acc

Morningstar Rating™(Relative to Category)31/01/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageHigh3 star
5-YearAverageHigh3 star
10-Year*Above AverageAbove Average4 star
Overall*Above AverageHigh4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Artemis UK Select Fund I Acc
  • FTSE AllSh TR GBP
%
Volatility Measurements31/01/2020
 
3-Yr Std Dev13.88 %
3-Yr Mean Return8.87 %
 
3-Yr Sharpe Ratio0.58
 
Modern Portfolio Statistics31/01/202031/01/2020
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  MSCI UK Small Cap NR USD
3-Yr Beta1.131.08
3-Yr Alpha1.66-1.18
 
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* This share class has performance data calculated prior to the inception date, 2010-09-01. This is based upon a simulated/extended track record, using the track record of Artemis UK Select R Acc (ISIN: GB0002583267), 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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