BlackRock UK Smaller Companies Fund Class S GBP Accumulation

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Morningstar Rating™(Relative to Category)31/12/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearAbove AverageAverage4 star
10-Year--Not Rated
OverallAbove AverageAverage4 star
 
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1 Year Daily Volatility Chart (annualised)
  • BlackRock UK Smaller Companies Fund Class S GBP Accumulation
  • FTSE Small Cap Ex Invest Trust TR GBP
%
Volatility Measurements31/12/2021
 
3-Yr Std Dev21.21 %
3-Yr Mean Return22.78 %
 
3-Yr Sharpe Ratio0.96
 
Modern Portfolio Statistics31/12/202131/12/2021
 Standard IndexBest Fit Index
 FTSE Small Cap Ex Invest Trust TR GBP  MSCI UK Small Cap NR USD
3-Yr Beta0.840.95
3-Yr Alpha5.537.43
 
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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)