M&G Japan Smaller Companies Fund Sterling I Acc

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Morningstar Rating™(Relative to Category)31/07/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighAbove Average5 star
5-YearHighAbove Average5 star
10-Year*HighAbove Average5 star
Overall*HighAbove Average5 star
 
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1 Year Daily Volatility Chart (annualised)
  • M&G Japan Smaller Companies Fund Sterling I Acc
  • MSCI Japan Small Cap NR JPY
%
Volatility Measurements31/07/2022
 
3-Yr Std Dev19.21 %
3-Yr Mean Return12.80 %
 
3-Yr Sharpe Ratio0.62
 
Modern Portfolio Statistics31/07/202231/07/2022
 Standard IndexBest Fit Index
 MSCI Japan Small Cap NR JPY  TOPIX PR JPY
3-Yr Beta1.301.38
3-Yr Alpha9.088.10
 
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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 Japan Smaller Companies GBP A Acc (ISIN: GB0030939002), 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)