Investec Global Energy Fund R GBP Acc

Morningstar Rating™(Relative to Category)31/01/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearAverageAbove Average2 star
10-Year--Not Rated
OverallAverageAbove Average2 star
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1 Year Daily Volatility Chart (annualised)
  • Investec Global Energy Fund R GBP Acc
  • MSCI World/Energy NR USD
Volatility Measurements31/01/2020
3-Yr Std Dev15.89 %
3-Yr Mean Return-5.17 %
3-Yr Sharpe Ratio-0.37
Modern Portfolio Statistics31/01/202031/01/2020
 Standard IndexBest Fit Index
 MSCI World/Energy NR USD  MSCI World/Energy NR USD
3-Yr Beta0.940.94
3-Yr Alpha-2.54-2.54
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(

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