GuardCap Global Equity Fund I GBP Acc

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Morningstar Rating™(Relative to Category)31/05/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageBelow Average3 star
5-YearAbove AverageBelow Average4 star
10-Year--Not Rated
OverallAbove AverageBelow Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • GuardCap Global Equity Fund I GBP Acc
  • MSCI ACWI Growth NR USD
%
Volatility Measurements31/05/2021
 
3-Yr Std Dev13.15 %
3-Yr Mean Return14.42 %
 
3-Yr Sharpe Ratio0.99
 
Modern Portfolio Statistics31/05/202131/05/2021
 Standard IndexBest Fit Index
 MSCI ACWI Growth NR USD  MSCI USA NR USD
3-Yr Beta0.820.81
3-Yr Alpha0.411.07
 
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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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