Premier Miton UK Value Opportunities Fund A Retail Accumulation

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Morningstar Rating™(Relative to Category)31/03/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAbove Average3 star
5-YearBelow AverageAbove Average2 star
10-Year--Not Rated
OverallBelow AverageAbove Average2 star
 
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1 Year Daily Volatility Chart (annualised)
  • Premier Miton UK Value Opportunities Fund A Retail Accumulation
  • FTSE Small Cap Ex Invest Trust TR GBP
%
Volatility Measurements31/03/2021
 
3-Yr Std Dev24.57 %
3-Yr Mean Return13.38 %
 
3-Yr Sharpe Ratio0.49
 
Modern Portfolio Statistics31/03/202131/03/2021
 Standard IndexBest Fit Index
 FTSE Small Cap Ex Invest Trust TR GBP  FTSE 250 Ex Investment Trust TR GBP
3-Yr Beta0.981.07
3-Yr Alpha1.584.86
 
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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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