Equitile Resilience Feeder Fund A GBP Accumulation

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Morningstar Rating™(Relative to Category)31/12/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageHigh4 star
5-YearAbove AverageHigh4 star
10-Year--Not Rated
OverallAbove AverageHigh4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Equitile Resilience Feeder Fund A GBP Accumulation
  • MSCI ACWI Growth NR USD
%
Volatility Measurements31/12/2021
 
3-Yr Std Dev16.68 %
3-Yr Mean Return27.86 %
 
3-Yr Sharpe Ratio1.47
 
Modern Portfolio Statistics31/12/202131/12/2021
 Standard IndexBest Fit Index
 MSCI ACWI Growth NR USD  MSCI World/Information Tech NR USD
3-Yr Beta1.140.99
3-Yr Alpha-1.72-7.95
 
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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)