Jupiter Merian Global Equity Income Fund (IRL) S GBP Acc

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Morningstar Rating™(Relative to Category)31/10/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAbove Average4 star
5-YearAbove AverageAbove Average4 star
10-Year--Not Rated
OverallAbove AverageAbove Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Jupiter Merian Global Equity Income Fund (IRL) S GBP Acc
  • MSCI World High Dividend Yield NR USD
%
Volatility Measurements30/11/2021
 
3-Yr Std Dev15.63 %
3-Yr Mean Return12.74 %
 
3-Yr Sharpe Ratio0.75
 
Modern Portfolio Statistics30/11/202130/11/2021
 Standard IndexBest Fit Index
 MSCI World High Dividend Yield NR USD  MSCI ACWI NR USD
3-Yr Beta1.151.07
3-Yr Alpha4.47-3.53
 
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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)