Merian Asian Equity Income Fund L USD Inc

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Morningstar Rating™(Relative to Category)31/12/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageBelow Average3 star
5-YearBelow AverageAbove Average2 star
10-Year--Not Rated
OverallBelow AverageAverage2 star
 
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1 Year Daily Volatility Chart (annualised)
  • Merian Asian Equity Income Fund L USD Inc
  • MSCI AC Asia Pacific ex Japan HDY NR USD
%
Volatility Measurements31/12/2021
 
3-Yr Std Dev12.98 %
3-Yr Mean Return9.04 %
 
3-Yr Sharpe Ratio0.64
 
Modern Portfolio Statistics31/12/202131/12/2021
 Standard IndexBest Fit Index
 MSCI AC Asia Pacific ex Japan HDY NR USD  MSCI AC Asia Pac Ex JPN GR USD
3-Yr Beta0.920.97
3-Yr Alpha3.50-1.61
 
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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)