Oddo BHF Metropole Selection E

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Morningstar Rating™(Relative to Category)31/03/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageHigh3 star
5-YearAverageAbove Average2 star
10-YearBelow AverageAbove Average2 star
Overall*AverageAbove Average2 star
 
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1 Year Daily Volatility Chart (annualised)
  • Oddo BHF Metropole Selection E
  • Morningstar DM Europe Val TME NR EUR
%
Volatility Measurements31/03/2024
 
3-Yr Std Dev15.78 %
3-Yr Mean Return9.20 %
 
3-Yr Sharpe Ratio0.41
 
Modern Portfolio Statistics31/03/202431/03/2024
 Standard IndexBest Fit Index
 Morningstar DM Europe Val TME NR EUR  MSCI Europe Value NR EUR
3-Yr Beta1.271.25
3-Yr Alpha-3.75-3.24
 
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* This share class has performance data calculated prior to the inception date, 2013-05-15. This is based upon a simulated/extended track record, using the track record of Oddo BHF Metropole Selection A (ISIN: FR0007078811), 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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