BMO MM Navigator Cautious Fund C Acc

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Morningstar Rating™(Relative to Category)31/05/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageHigh2 star
5-YearBelow AverageHigh2 star
10-Year*AverageAbove Average3 star
Overall*AverageHigh3 star
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1 Year Daily Volatility Chart (annualised)
  • BMO MM Navigator Cautious Fund C Acc
  • Morningstar UK Mod Tgt Alloc NR GBP
Volatility Measurements30/06/2022
3-Yr Std Dev12.51 %
3-Yr Mean Return1.63 %
3-Yr Sharpe Ratio0.11
Modern Portfolio Statistics30/06/202230/06/2022
 Standard IndexBest Fit Index
 Morningstar UK Mod Tgt Alloc NR GBP  MSCI World Small Cap NR USD
3-Yr Beta1.460.64
3-Yr Alpha-1.66-3.89
* This share class has performance data calculated prior to the inception date, 2012-06-26. This is based upon a simulated/extended track record, using the track record of BMO MM Navigator Cautious A Acc (ISIN: GB00B23Y3C53), 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(