TM CRUX UK Opportunities FUND A ACC

Morningstar Rating™(Relative to Category)31/01/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowAverage1 star
5-Year--Not Rated
10-Year--Not Rated
OverallLowAverage1 star
 
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1 Year Daily Volatility Chart (annualised)
  • TM CRUX UK Opportunities FUND A ACC
  • FTSE AllSh TR GBP
%
Volatility Measurements31/01/2020
 
3-Yr Std Dev11.77 %
3-Yr Mean Return2.98 %
 
3-Yr Sharpe Ratio0.20
 
Modern Portfolio Statistics31/01/202031/01/2020
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  FTSE 250 Ex Investment Trust TR GBP
3-Yr Beta0.950.84
3-Yr Alpha-2.92-4.20
 
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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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