Artemis Global Income Fund I Acc

Morningstar Rating™(Relative to Category)31/12/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageHigh1 star
5-YearBelow AverageHigh2 star
10-Year--Not Rated
OverallBelow AverageHigh2 star
 
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1 Year Daily Volatility Chart (annualised)
  • Artemis Global Income Fund I Acc
  • MSCI World High Dividend Yield NR USD
%
Volatility Measurements31/12/2019
 
3-Yr Std Dev12.64 %
3-Yr Mean Return5.12 %
 
3-Yr Sharpe Ratio0.35
 
Modern Portfolio Statistics31/12/201931/12/2019
 Standard IndexBest Fit Index
 MSCI World High Dividend Yield NR USD  MSCI ACWI NR USD
3-Yr Beta1.321.24
3-Yr Alpha-5.53-7.40
 
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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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