Candriam Equities L Australia Class R AUD Cap

Morningstar Rating™(Relative to Category)31/12/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAbove Average3 star
5-YearHighHigh3 star
10-Year*AverageHigh3 star
Overall*Above AverageHigh3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Candriam Equities L Australia Class R AUD Cap
  • MSCI Australia NR USD
%
Volatility Measurements31/12/2019
 
3-Yr Std Dev12.96 %
3-Yr Mean Return7.81 %
 
3-Yr Sharpe Ratio0.54
 
Modern Portfolio Statistics31/12/201931/12/2019
 Standard IndexBest Fit Index
 MSCI Australia NR USD  MSCI Australia NR USD
3-Yr Beta1.161.16
3-Yr Alpha-0.54-0.54
 
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* 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)

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