GAM Multistock - Luxury Brands Equity GBP Ra

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Morningstar Rating™(Relative to Category)31/03/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearAverageAverage3 star
10-Year*Above AverageAverage4 star
Overall*Above AverageAverage4 star
 
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1 Year Daily Volatility Chart (annualised)
  • GAM Multistock - Luxury Brands Equity GBP Ra
  • Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR
%
Volatility Measurements31/03/2024
 
3-Yr Std Dev17.06 %
3-Yr Mean Return6.16 %
 
3-Yr Sharpe Ratio0.21
 
Modern Portfolio Statistics31/03/202431/03/2024
 Standard IndexBest Fit Index
 Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR  Cat 50%MSCI Wld/CD NR&50%MSCI Wld/CS NR
3-Yr Beta1.241.24
3-Yr Alpha-1.82-1.82
 
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* This share class has performance data calculated prior to the inception date, 2014-12-30. This is based upon a simulated/extended track record, using the track record of GAM Multistock Luxury Brands Eq GBP B (ISIN: LU0487283839), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
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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