GlobalAccess Global Equity Income Fund M Dis USD

Morningstar Rating™(Relative to Category)31/03/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAbove Average2 star
5-YearBelow AverageAverage2 star
10-Year--Not Rated
OverallBelow AverageAverage2 star
 
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1 Year Daily Volatility Chart (annualised)
  • GlobalAccess Global Equity Income Fund M Dis USD
  • MSCI World High Dividend Yield NR USD
%
Volatility Measurements31/03/2020
 
3-Yr Std Dev12.95 %
3-Yr Mean Return-3.09 %
 
3-Yr Sharpe Ratio-0.29
 
Modern Portfolio Statistics31/03/202031/03/2020
 Standard IndexBest Fit Index
 MSCI World High Dividend Yield NR USD  FTSE World TR USD
3-Yr Beta1.151.05
3-Yr Alpha-3.48-6.18
 
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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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