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Slater Growth Fund Class P Acc

Morningstar Rating™(Relative to Category)30/09/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageBelow Average4 star
5-YearAverageBelow Average3 star
10-Year*HighAverage5 star
Overall*Above AverageAverage4 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 Measurements30/09/2019
 
3-Yr Std Dev10.87 %
3-Yr Mean Return12.19 %
 
3-Yr Sharpe Ratio1.02
 
Modern Portfolio Statistics30/09/201930/09/2019
 Standard IndexBest Fit Index
 FTSE Small Cap Ex Invest Trust TR GBP  FTSE Small Cap Ex Invest Trust TR GBP
3-Yr Beta0.840.84
3-Yr Alpha8.568.56
 
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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)

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