BPI Global Investment Fund Africa

Register to Unlock Ratings
Morningstar Rating™(Relative to Category)30/06/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageBelow Average5 star
5-YearAverageBelow Average4 star
10-Year--Not Rated
OverallAverageBelow Average4 star
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • BPI Global Investment Fund Africa
  • S&P Pan Africa TR
Volatility Measurements31/07/2021
3-Yr Std Dev13.03 %
3-Yr Mean Return-0.47 %
3-Yr Sharpe Ratio-0.07
Modern Portfolio Statistics31/07/202131/07/2021
 Standard IndexBest Fit Index
 S&P Pan Africa TR  FTSE 250 Ex Investment Trust TR GBP
3-Yr Beta0.590.58
3-Yr Alpha-0.65-4.51
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)

Audience Confirmation

By clicking 'accept' I acknowledge that this website uses cookies and other technologies to tailor my experience and understand how I and other visitors use our site. See 'Cookie Consent' for more detail.

  • Other Morningstar Websites
© Copyright 2021 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Cookies       Modern Slavery Statement