Slater Growth Fund Class P Acc

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Morningstar Rating™(Relative to Category)31/12/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighBelow Average5 star
5-YearAbove AverageBelow Average4 star
10-Year*Above AverageBelow Average4 star
Overall*Above AverageBelow Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Slater Growth Fund Class P Acc
  • FTSE Small Cap Ex Invest Trust TR GBP
%
Volatility Measurements31/12/2021
 
3-Yr Std Dev17.58 %
3-Yr Mean Return27.09 %
 
3-Yr Sharpe Ratio1.36
 
Modern Portfolio Statistics31/12/202131/12/2021
 Standard IndexBest Fit Index
 FTSE Small Cap Ex Invest Trust TR GBP  MSCI UK Small Cap NR USD
3-Yr Beta0.680.77
3-Yr Alpha11.8413.36
 
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* This share class has performance data calculated prior to the inception date, 2012-12-31. This is based upon a simulated/extended track record, using the track record of Slater Growth A Acc (ISIN: GB00B0706C66), 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)