CT European Fund Z Accumulation GBP

Register to Unlock Ratings
Morningstar Rating™(Relative to Category)31/05/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAbove Average3 star
5-YearAbove AverageAverage4 star
10-YearAbove AverageAverage4 star
Overall*Above AverageAverage4 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • CT European Fund Z Accumulation GBP
  • Morningstar DM Eur xUK TME NR EUR
%
Volatility Measurements31/05/2024
 
3-Yr Std Dev14.23 %
3-Yr Mean Return8.67 %
 
3-Yr Sharpe Ratio0.40
 
Modern Portfolio Statistics31/05/202431/05/2024
 Standard IndexBest Fit Index
 Morningstar DM Eur xUK TME NR EUR  Morningstar EU Agg Tgt Alloc NR EUR
3-Yr Beta1.071.33
3-Yr Alpha-0.190.15
 
Advertisement
* This share class has performance data calculated prior to the inception date, 2012-10-01. This is based upon a simulated/extended track record, using the track record of CT European Retail Acc (ISIN: GB0001440949), 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)
© Copyright 2024 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Modern Slavery Statement        Cookie Settings        Disclosures