Diversified Growth Company QIC GCC Equity Fund B USD Cap

Morningstar Rating™(Relative to Category)31/01/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighAverage5 star
5-YearAbove AverageAbove Average4 star
10-Year--Not Rated
OverallAbove AverageAbove Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Diversified Growth Company QIC GCC Equity Fund B USD Cap
  • S&P Mid-East and Africa BMI TR USD
%
Volatility Measurements31/01/2020
 
3-Yr Std Dev10.22 %
3-Yr Mean Return13.04 %
 
3-Yr Sharpe Ratio1.15
 
Modern Portfolio Statistics31/01/202031/01/2020
 Standard IndexBest Fit Index
 S&P Mid-East and Africa BMI TR USD  MSCI UK Value NR USD
3-Yr Beta0.260.40
3-Yr Alpha11.8410.53
 
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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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