M&G Global High Yield Bond Fund Sterling I Acc

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Morningstar Rating™(Relative to Category)31/10/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearBelow AverageAverage2 star
10-YearAverageAverage3 star
Overall*AverageAverage3 star
 
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1 Year Daily Volatility Chart (annualised)
  • M&G Global High Yield Bond Fund Sterling I Acc
  • Morningstar Gbl HY Bd GR Hdg GBP
%
Volatility Measurements30/11/2024
 
3-Yr Std Dev7.83 %
3-Yr Mean Return2.68 %
 
3-Yr Sharpe Ratio-0.11
 
Modern Portfolio Statistics30/11/202430/11/2024
 Standard IndexBest Fit Index
 Morningstar Gbl HY Bd GR Hdg GBP  Morningstar Gbl HY Bd GR Hdg GBP
3-Yr Beta0.900.90
3-Yr Alpha-0.82-0.82
 
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* This share class has performance data calculated prior to the inception date, 2012-08-03. This is based upon a simulated/extended track record, using the track record of M&G Global High Yield Bond GBP X Acc (ISIN: GB0031110512), 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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