Premier Miton US Opportunities Fund Class B Accumulation

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Morningstar Rating™(Relative to Category)30/11/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearAbove AverageAverage5 star
10-YearHighAverage5 star
OverallAbove AverageAverage5 star
 
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1 Year Daily Volatility Chart (annualised)
  • Premier Miton US Opportunities Fund Class B Accumulation
  • Morningstar US Market Ext NR USD
%
Volatility Measurements30/11/2024
 
3-Yr Std Dev16.80 %
3-Yr Mean Return11.07 %
 
3-Yr Sharpe Ratio0.42
 
Modern Portfolio Statistics30/11/202430/11/2024
 Standard IndexBest Fit Index
 Morningstar US Market Ext NR USD  Morningstar US Small Extended NR USD
3-Yr Beta0.920.82
3-Yr Alpha-0.822.48
 
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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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