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BL-Global 75 B CHF Hedged Acc

Morningstar Rating™(Relative to Category)30/11/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageBelow Average3 star
5-Year--Not Rated
10-Year--Not Rated
OverallAverageBelow Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • BL-Global 75 B CHF Hedged Acc
  • Cat 40%Citi SwissGBI&60%MSCI Wld Free NR
%
Volatility Measurements30/11/2019
 
3-Yr Std Dev9.77 %
3-Yr Mean Return6.02 %
 
3-Yr Sharpe Ratio0.55
 
Modern Portfolio Statistics30/11/201930/11/2019
 Standard IndexBest Fit Index
 Cat 40%Citi SwissGBI&60%MSCI Wld Free NR  Cat 75%Citi SwissGBI&25%MSCI Wld Free NR
3-Yr Beta0.621.69
3-Yr Alpha2.020.57
 
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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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