M&G Global High Yield Bond Fund Sterling I Acc

Register to Unlock Ratings
Morningstar Rating™(Relative to Category)31/12/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearAverageAverage3 star
10-Year*Above AverageAverage4 star
Overall*Above AverageAverage4 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • M&G Global High Yield Bond Fund Sterling I Acc
  • ICE BofA Gbl HY Constnd TR HGBP
%
Volatility Measurements31/12/2021
 
3-Yr Std Dev9.55 %
3-Yr Mean Return6.08 %
 
3-Yr Sharpe Ratio0.58
 
Modern Portfolio Statistics31/12/202131/12/2021
 Standard IndexBest Fit Index
 ICE BofA Gbl HY Constnd TR HGBP  ICE BofA Gbl HY Constnd TR HGBP
3-Yr Beta0.970.97
3-Yr Alpha-0.81-0.81
 
Advertisement
* 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)