Courtiers UK Equity Income Fund I Acc

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Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighHigh4 star
5-YearHighHigh5 star
10-Year--Not Rated
OverallHighHigh5 star
 
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1 Year Daily Volatility Chart (annualised)
  • Courtiers UK Equity Income Fund I Acc
  • FTSE AllSh TR GBP
%
Volatility Measurements30/09/2021
 
3-Yr Std Dev27.50 %
3-Yr Mean Return13.11 %
 
3-Yr Sharpe Ratio0.44
 
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  FTSE Small Cap Ex Invest Trust TR GBP
3-Yr Beta1.591.08
3-Yr Alpha5.72-2.62
 
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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)