Gemini Principal Asset Allocation Class B EURO Accumulation

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Morningstar Rating™(Relative to Category)31/05/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowLow1 star
5-Year - - -
10-Year - - -
OverallLowLow1 star
 
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1 Year Daily Volatility Chart (annualised)
  • Gemini Principal Asset Allocation Class B EURO Accumulation
  • Morningstar EU Agg Gbl Tgt Alloc NR EUR
%
Volatility Measurements31/05/2024
 
3-Yr Std Dev5.30 %
3-Yr Mean Return-3.13 %
 
3-Yr Sharpe Ratio-1.11
 
Modern Portfolio Statistics31/05/202431/05/2024
 Standard IndexBest Fit Index
 Morningstar EU Agg Gbl Tgt Alloc NR EUR  Morningstar Denmark TME NR USD
3-Yr Beta0.150.19
3-Yr Alpha-5.23-8.26
 
 
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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)
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