Ninety One Global Multi-Asset Sustainable Growth Fund I Acc

Register to Unlock Ratings
Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearBelow AverageAverage2 star
10-Year*AverageAverage3 star
Overall*AverageAverage3 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • Ninety One Global Multi-Asset Sustainable Growth Fund I Acc
  • Morningstar UK Mod Tgt Alloc NR GBP
%
Volatility Measurements30/09/2021
 
3-Yr Std Dev10.34 %
3-Yr Mean Return4.78 %
 
3-Yr Sharpe Ratio0.41
 
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 Morningstar UK Mod Tgt Alloc NR GBP  FTSE 250 Ex Investment Trust TR GBP
3-Yr Beta1.150.42
3-Yr Alpha-2.130.87
 
Advertisement
* This share class has performance data calculated prior to the inception date, 2012-05-02. This is based upon a simulated/extended track record, using the track record of Ninety One Global Mlt-Asst Sust Gr A Inc (ISIN: GB00B1LB1T45), 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)