JPM UK Dynamic Fund C - Net Accumulation

Morningstar Rating™(Relative to Category)31/08/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAverage2 star
5-YearBelow AverageAverage3 star
10-Year*AverageAverage3 star
Overall*AverageAverage3 star
 
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1 Year Daily Volatility Chart (annualised)
  • JPM UK Dynamic Fund C - Net Accumulation
  • FTSE AllSh TR GBP
%
Volatility Measurements31/08/2020
 
3-Yr Std Dev18.26 %
3-Yr Mean Return-4.33 %
 
3-Yr Sharpe Ratio-0.27
 
Modern Portfolio Statistics31/08/202031/08/2020
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  MSCI UK Small Cap NR USD
3-Yr Beta1.180.89
3-Yr Alpha-2.25-5.00
 
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* This share class has performance data calculated prior to the inception date, 2012-10-22. This is based upon a simulated/extended track record, using the track record of JPM UK Dynamic A Net Acc (ISIN: GB0009698001), 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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