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MFM Techinvest Technology Class B Acc

Morningstar Rating™(Relative to Category)31/10/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAbove Average2 star
5-YearLowAbove Average1 star
10-Year*AverageAbove Average3 star
Overall*Below AverageAbove Average2 star
 
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1 Year Daily Volatility Chart (annualised)
  • MFM Techinvest Technology Class B Acc
  • MSCI World/Information Tech NR USD
%
Volatility Measurements31/10/2019
 
3-Yr Std Dev17.01 %
3-Yr Mean Return11.07 %
 
3-Yr Sharpe Ratio0.59
 
Modern Portfolio Statistics31/10/201931/10/2019
 Standard IndexBest Fit Index
 MSCI World/Information Tech NR USD  ICE BofAML US Convt Bonds TR USD
3-Yr Beta0.771.45
3-Yr Alpha-4.25-4.14
 
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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 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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