CS Invm Fds 4 - Credit Suisse (Lux) FundSelection Balanced EUR BH CHF

Morningstar Rating™(Relative to Category)31/12/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAbove Average2 star
5-YearAverageAbove Average3 star
10-Year--Not Rated
OverallAverageAbove Average3 star
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1 Year Daily Volatility Chart (annualised)
  • CS Invm Fds 4 - Credit Suisse (Lux) FundSelection Balanced EUR BH CHF
  • Cat 50%Citi SwissGBI&50%MSCI Wld Free NR
Volatility Measurements31/12/2019
3-Yr Std Dev8.58 %
3-Yr Mean Return2.17 %
3-Yr Sharpe Ratio0.19
Modern Portfolio Statistics31/12/201931/12/2019
 Standard IndexBest Fit Index
 Cat 50%Citi SwissGBI&50%MSCI Wld Free NR  MSCI World Free Growth NR USD
3-Yr Beta0.960.46
3-Yr Alpha-2.49-3.68
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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