AMP Capital Global Real Estate Securities Fund Class I USD Acc

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Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage4 star
5-YearAbove AverageBelow Average4 star
10-Year--Not Rated
OverallAbove AverageBelow Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • AMP Capital Global Real Estate Securities Fund Class I USD Acc
  • FTSE EPRA Nareit Global TR USD
%
Volatility Measurements30/09/2021
 
3-Yr Std Dev15.18 %
3-Yr Mean Return9.85 %
 
3-Yr Sharpe Ratio0.59
 
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 FTSE EPRA Nareit Global TR USD  FTSE EPRA Nareit Developed PR USD
3-Yr Beta0.890.87
3-Yr Alpha3.616.26
 
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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)