Welcome to the new morningstar.co.uk! Learn more about the changes and how our new features help your investing success.

Candriam Equities L Australia Class R AUD Cap

Morningstar Rating™(Relative to Category)30/11/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAbove Average2 star
5-YearHighHigh5 star
10-Year*AverageHigh3 star
Overall*Above AverageHigh3 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • Candriam Equities L Australia Class R AUD Cap
  • MSCI Australia NR USD
%
Volatility Measurements30/11/2019
 
3-Yr Std Dev12.92 %
3-Yr Mean Return8.52 %
 
3-Yr Sharpe Ratio0.60
 
Modern Portfolio Statistics30/11/201930/11/2019
 Standard IndexBest Fit Index
 MSCI Australia NR USD  MSCI Australia NR USD
3-Yr Beta1.151.15
3-Yr Alpha-1.33-1.33
 
Advertisement
* This share class has performance data calculated prior to the inception date, 2013-11-08. This is based upon a simulated/extended track record, using the track record of Candriam Eqs L Australia C AUD Cap (ISIN: LU0078775011), 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)

Audience Confirmation


By clicking 'accept' I acknowledge that this website uses cookies and other technologies to tailor my experience and understand how I and other visitors use our site. See 'Cookie Consent' for more detail.

  • Other Morningstar Websites