Insight Broad Opportunities Fund Class B1 Euro Shares

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Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageBelow Average3 star
5-YearAverageBelow Average3 star
10-Year--Not Rated
OverallAverageBelow Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Insight Broad Opportunities Fund Class B1 Euro Shares
  • Morningstar EU Mod Gbl Tgt Alloc NR EUR
%
Volatility Measurements30/09/2021
 
3-Yr Std Dev7.52 %
3-Yr Mean Return2.07 %
 
3-Yr Sharpe Ratio0.22
 
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 Morningstar EU Mod Gbl Tgt Alloc NR EUR  Cat 50%Barclays Eu Agg&50%FTSE AW Dv Eur
3-Yr Beta0.800.76
3-Yr Alpha-2.40-1.42
 
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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)