Nomura Funds Ireland plc - Global Dynamic Bond Fund Class I GBP Hedged

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Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighAbove Average5 star
5-YearHighAverage5 star
10-Year--Not Rated
OverallHighAverage5 star
 
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1 Year Daily Volatility Chart (annualised)
  • Nomura Funds Ireland plc - Global Dynamic Bond Fund Class I GBP Hedged
  • Bloomberg Global Aggregate TR Hdg GBP
%
Volatility Measurements30/09/2021
 
3-Yr Std Dev7.36 %
3-Yr Mean Return8.64 %
 
3-Yr Sharpe Ratio1.07
 
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 Bloomberg Global Aggregate TR Hdg GBP  ICE BofA Sterling HY TR GBP
3-Yr Beta1.230.74
3-Yr Alpha3.903.46
 
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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)