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Fundsmith Equity Fund Sicav I USD Inc

Morningstar Rating™(Relative to Category)30/11/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighAverage5 star
5-YearHighBelow Average5 star
10-Year--Not Rated
OverallHighBelow Average5 star
 
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1 Year Daily Volatility Chart (annualised)
  • Fundsmith Equity Fund Sicav I USD Inc
  • MSCI ACWI Growth NR USD
%
Volatility Measurements30/11/2019
 
3-Yr Std Dev11.42 %
3-Yr Mean Return17.81 %
 
3-Yr Sharpe Ratio1.40
 
Modern Portfolio Statistics30/11/201930/11/2019
 Standard IndexBest Fit Index
 MSCI ACWI Growth NR USD  Morningstar US Large Growth TR USD
3-Yr Beta0.870.81
3-Yr Alpha4.101.33
 
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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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