Equitile Resilience Feeder Fund A GBP Accumulation

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Morningstar Rating™(Relative to Category)30/06/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageHigh2 star
5-YearAverageHigh2 star
10-Year--Not Rated
OverallAverageHigh2 star
 
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1 Year Daily Volatility Chart (annualised)
  • Equitile Resilience Feeder Fund A GBP Accumulation
  • MSCI ACWI Growth NR USD
%
Volatility Measurements30/06/2021
 
3-Yr Std Dev18.44 %
3-Yr Mean Return15.35 %
 
3-Yr Sharpe Ratio0.75
 
Modern Portfolio Statistics30/06/202130/06/2021
 Standard IndexBest Fit Index
 MSCI ACWI Growth NR USD  MSCI World Free Growth NR USD
3-Yr Beta1.191.16
3-Yr Alpha-7.20-7.55
 
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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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