Equitile Resilience Feeder Fund A GBP Accumulation

Morningstar Rating™(Relative to Category)31/12/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageHigh2 star
5-Year--Not Rated
10-Year--Not Rated
OverallAverageHigh2 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • Equitile Resilience Feeder Fund A GBP Accumulation
  • MSCI ACWI Growth NR USD
%
Volatility Measurements31/12/2020
 
3-Yr Std Dev19.04 %
3-Yr Mean Return14.12 %
 
3-Yr Sharpe Ratio0.67
 
Modern Portfolio Statistics31/12/202031/12/2020
 Standard IndexBest Fit Index
 MSCI ACWI Growth NR USD  MSCI World Growth NR USD
3-Yr Beta1.231.21
3-Yr Alpha-7.18-7.91
 
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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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