Mirabaud - UK Equity High Alpha A GBP Acc

Morningstar Rating™(Relative to Category)31/01/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageHigh3 star
5-YearAverageAbove Average3 star
10-YearBelow AverageAbove Average2 star
OverallAverageAbove Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Mirabaud - UK Equity High Alpha A GBP Acc
  • FTSE AllSh TR GBP
%
Volatility Measurements31/01/2020
 
3-Yr Std Dev13.90 %
3-Yr Mean Return8.02 %
 
3-Yr Sharpe Ratio0.52
 
Modern Portfolio Statistics31/01/202031/01/2020
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  MSCI UK Small Cap NR USD
3-Yr Beta1.161.00
3-Yr Alpha0.68-1.33
 
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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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