Opus Global Cautious Fund Class C USD

Morningstar Rating™(Relative to Category)31/07/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowHigh1 star
5-YearBelow AverageHigh1 star
10-Year--Not Rated
OverallBelow AverageHigh1 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 Measurements31/07/2020
 
3-Yr Std Dev14.10 %
3-Yr Mean Return1.01 %
 
3-Yr Sharpe Ratio0.03
 
Modern Portfolio Statistics31/07/202031/07/2020
 Standard IndexBest Fit Index
 Cat 50%Barclays US Agg TR&50%FTSE Wld TR  Bloomberg Commodity PR EUR
3-Yr Beta1.010.84
3-Yr Alpha-6.285.67
 
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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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