abrdn Global Smaller Companies Fund Platform 1 Accumulation

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Morningstar Rating™(Relative to Category)31/08/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAbove Average2 star
5-YearBelow AverageAbove Average2 star
10-YearAbove AverageAbove Average4 star
Overall*AverageAbove Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • abrdn Global Smaller Companies Fund Platform 1 Accumulation
  • Morningstar Gbl SMID NR USD
%
Volatility Measurements30/09/2024
 
3-Yr Std Dev18.40 %
3-Yr Mean Return-5.06 %
 
3-Yr Sharpe Ratio-0.46
 
Modern Portfolio Statistics30/09/202430/09/2024
 Standard IndexBest Fit Index
 Morningstar Gbl SMID NR USD  Refinitiv Global CB TR USD
3-Yr Beta1.141.86
3-Yr Alpha-9.960.45
 
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* This share class has performance data calculated prior to the inception date, 2012-05-14. This is based upon a simulated/extended track record, using the track record of abrdn Global Smaller Companies R Acc (ISIN: GB00B4KHN986), 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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