Fundsmith Equity Fund I USD Inc

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Morningstar Rating™(Relative to Category)31/05/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageLow4 star
5-YearAbove AverageBelow Average4 star
10-Year--Not Rated
OverallAbove AverageBelow Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Fundsmith Equity Fund I USD Inc
  • MSCI ACWI Growth NR USD
%
Volatility Measurements31/05/2021
 
3-Yr Std Dev12.45 %
3-Yr Mean Return15.75 %
 
3-Yr Sharpe Ratio1.14
 
Modern Portfolio Statistics31/05/202131/05/2021
 Standard IndexBest Fit Index
 MSCI ACWI Growth NR USD  MSCI World Free Growth NR USD
3-Yr Beta0.800.79
3-Yr Alpha2.091.68
 
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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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