Opus Global Cautious Fund Class C USD

Morningstar Rating™(Relative to Category)31/01/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAbove Average3 star
5-YearAverageAbove Average3 star
10-Year--Not Rated
OverallAverageAbove Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Opus Global Cautious Fund Class C USD
  • Cat 50%Barclays US Agg TR&50%FTSE Wld TR
%
Volatility Measurements31/01/2020
 
3-Yr Std Dev7.78 %
3-Yr Mean Return4.19 %
 
3-Yr Sharpe Ratio0.46
 
Modern Portfolio Statistics31/01/202031/01/2020
 Standard IndexBest Fit Index
 Cat 50%Barclays US Agg TR&50%FTSE Wld TR  MSCI World Free Growth NR USD
3-Yr Beta1.200.57
3-Yr Alpha-3.85-4.09
 
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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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