J O Hambro Capital Management UK Equity Income Y GBP Inc

Register to Unlock Ratings
Morningstar Rating™(Relative to Category)31/08/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageHigh2 star
5-YearAbove AverageHigh3 star
10-Year--Not Rated
OverallAbove AverageHigh3 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • J O Hambro Capital Management UK Equity Income Y GBP Inc
  • FTSE AllSh TR GBP
%
Volatility Measurements31/08/2021
 
3-Yr Std Dev26.20 %
3-Yr Mean Return6.10 %
 
3-Yr Sharpe Ratio0.21
 
Modern Portfolio Statistics31/08/202131/08/2021
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  FTSE Small Cap Ex Invest Trust TR GBP
3-Yr Beta1.531.04
3-Yr Alpha-1.30-9.44
 
Advertisement
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)
© Copyright 2021 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Cookies       Modern Slavery Statement