Rathbone Multi-Asset Strategic Income Portfolio Accumulation

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Morningstar Rating™(Relative to Category)30/06/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageLow3 star
5-YearBelow AverageLow2 star
10-Year--Not Rated
OverallBelow AverageLow2 star
 
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1 Year Daily Volatility Chart (annualised)
  • Rathbone Multi-Asset Strategic Income Portfolio Accumulation
  • Morningstar UK Mod Adv Tgt Alloc NR GBP
%
Volatility Measurements30/06/2024
 
3-Yr Std Dev6.84 %
3-Yr Mean Return2.67 %
 
3-Yr Sharpe Ratio-0.03
 
Modern Portfolio Statistics30/06/202430/06/2024
 Standard IndexBest Fit Index
 Morningstar UK Mod Adv Tgt Alloc NR GBP  Morningstar UK Mod Adv Tgt Alloc NR GBP
3-Yr Beta0.750.75
3-Yr Alpha-1.87-1.87
 
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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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