Barings Europe Select Trust - Class I GBP Inc

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Morningstar Rating™(Relative to Category)30/06/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageBelow Average3 star
5-YearBelow AverageBelow Average3 star
10-YearAverageBelow Average3 star
Overall*AverageBelow Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Barings Europe Select Trust - Class I GBP Inc
  • MSCI Europe ex UK Small Cap NR EUR
%
Volatility Measurements30/06/2024
 
3-Yr Std Dev15.23 %
3-Yr Mean Return-1.75 %
 
3-Yr Sharpe Ratio-0.30
 
Modern Portfolio Statistics30/06/202430/06/2024
 Standard IndexBest Fit Index
 MSCI Europe ex UK Small Cap NR EUR  MSCI Europe ex UK Small Cap NR EUR
3-Yr Beta0.900.90
3-Yr Alpha-2.93-2.93
 
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* This share class has performance data calculated prior to the inception date, 2012-08-29. This is based upon a simulated/extended track record, using the track record of Barings Europe Select A GBP Inc (ISIN: GB0000796242), 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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