Candriam Equities L Australia Class R AUD Cap

Morningstar Rating™(Relative to Category)31/03/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAbove Average2 star
5-YearAbove AverageHigh2 star
10-Year*AverageHigh3 star
Overall*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 Measurements31/03/2020
3-Yr Std Dev19.71 %
3-Yr Mean Return-6.01 %
3-Yr Sharpe Ratio-0.34
Modern Portfolio Statistics31/03/202031/03/2020
 Standard IndexBest Fit Index
 MSCI Australia NR USD  MSCI Australia NR USD
3-Yr Beta1.101.10
3-Yr Alpha0.990.99
* 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(

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