M&G Global Floating Rate High Yield Fund Sterling I-H Acc

Register to Unlock Ratings
Morningstar Rating™(Relative to Category)31/05/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowAbove Average1 star
5-YearLowAbove Average1 star
10-Year--Not Rated
OverallLowAbove Average1 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • M&G Global Floating Rate High Yield Fund Sterling I-H Acc
  • ICE BofA Gbl HY Constnd TR HGBP
%
Volatility Measurements31/05/2021
 
3-Yr Std Dev11.25 %
3-Yr Mean Return3.15 %
 
3-Yr Sharpe Ratio0.23
 
Modern Portfolio Statistics31/05/202131/05/2021
 Standard IndexBest Fit Index
 ICE BofA Gbl HY Constnd TR HGBP  BBgBarc Pan Euro HY NonEuro TR EUR
3-Yr Beta1.081.18
3-Yr Alpha-3.27-3.77
 
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)

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
© Copyright 2021 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Cookies       Modern Slavery Statement