Quilter Investors Japanese Equity Fund A (GBP) Accumulation

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Morningstar Rating™(Relative to Category)30/09/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage4 star
5-YearAbove AverageAverage4 star
10-YearAverageAverage3 star
OverallAbove AverageAverage4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Quilter Investors Japanese Equity Fund A (GBP) Accumulation
  • Morningstar Japan TME NR JPY
%
Volatility Measurements30/09/2024
 
3-Yr Std Dev10.71 %
3-Yr Mean Return6.63 %
 
3-Yr Sharpe Ratio0.30
 
Modern Portfolio Statistics30/09/202430/09/2024
 Standard IndexBest Fit Index
 Morningstar Japan TME NR JPY  Morningstar Japan TME GR JPY
3-Yr Beta0.940.94
3-Yr Alpha3.803.36
 
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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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