M&G Property Portfolio Sterling A Acc

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Morningstar Rating™(Relative to Category)-
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-Year--Not Rated
5-Year--Not Rated
10-Year--Not Rated
Overall--Not Rated
 
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1 Year Daily Volatility Chart (annualised)
  • M&G Property Portfolio Sterling A Acc
%
Volatility Measurements30/09/2021
 
3-Yr Std Dev2.97 %
3-Yr Mean Return-4.74 %
 
3-Yr Sharpe Ratio-1.75
 
Modern Portfolio Statistics-30/09/2021
 Standard IndexBest Fit Index
   DJ US Select REIT TR USD
3-Yr Beta-0.05
3-Yr Alpha--5.68
 
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* This share class has performance data calculated prior to the inception date, 2013-01-18. This is based upon a simulated/extended track record, using the track record of M&G Property Portfolio GBP A Inc (ISIN: GB00B8G9TT83), 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)