Lombard Odier Funds - Generation Global (USD) MA

Morningstar Rating™(Relative to Category)31/08/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAbove Average3 star
5-YearAbove AverageAbove Average4 star
10-Year*Above AverageAverage4 star
Overall*Above AverageAbove Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Lombard Odier Funds - Generation Global (USD) MA
  • MSCI ACWI Growth NR USD
%
Volatility Measurements31/08/2020
 
3-Yr Std Dev15.91 %
3-Yr Mean Return12.20 %
 
3-Yr Sharpe Ratio0.69
 
Modern Portfolio Statistics31/08/202031/08/2020
 Standard IndexBest Fit Index
 MSCI ACWI Growth NR USD  Morningstar DM NR USD
3-Yr Beta1.021.06
3-Yr Alpha-4.482.54
 
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* This share class has performance data calculated prior to the inception date, 2013-02-07. 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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