J O Hambro Capital Management UK Opportunities Fund Class Y GBP Acc

Register to Unlock Ratings
Morningstar Rating™(Relative to Category)30/11/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageBelow Average4 star
5-YearAverageLow4 star
10-YearAverageLow4 star
OverallAverageLow4 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • J O Hambro Capital Management UK Opportunities Fund Class Y GBP Acc
  • Morningstar UK All Cap TME NR GBP
%
Volatility Measurements30/11/2024
 
3-Yr Std Dev12.60 %
3-Yr Mean Return6.35 %
 
3-Yr Sharpe Ratio0.21
 
Modern Portfolio Statistics30/11/202430/11/2024
 Standard IndexBest Fit Index
 Morningstar UK All Cap TME NR GBP  Morningstar UK Small Cap TME NR GBP
3-Yr Beta1.020.64
3-Yr Alpha-2.445.54
 
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 2024 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Modern Slavery Statement        Cookie Settings        Disclosures