Rathbone UK Opportunities Fund Institutional Inc

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Morningstar Rating™(Relative to Category)31/12/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighAverage5 star
5-YearAbove AverageAverage4 star
10-Year*Above AverageAverage4 star
Overall*Above AverageAverage4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Rathbone UK Opportunities Fund Institutional Inc
  • FTSE AllSh TR GBP
%
Volatility Measurements31/12/2021
 
3-Yr Std Dev18.32 %
3-Yr Mean Return19.51 %
 
3-Yr Sharpe Ratio0.96
 
Modern Portfolio Statistics31/12/202131/12/2021
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  MSCI UK Small Cap NR USD
3-Yr Beta0.970.81
3-Yr Alpha8.956.53
 
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* This share class has performance data calculated prior to the inception date, 2012-03-01. This is based upon a simulated/extended track record, using the track record of Rathbone UK Opportunities R Inc (ISIN: GB0005062293), 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)