GSI Global Sustainable Value Fund A Inc GBP

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Morningstar Rating™(Relative to Category)31/10/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageBelow Average5 star
5-YearAbove AverageBelow Average5 star
10-Year--Not Rated
OverallAbove AverageBelow Average5 star
 
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1 Year Daily Volatility Chart (annualised)
  • GSI Global Sustainable Value Fund A Inc GBP
  • MSCI ACWI Value NR USD
%
Volatility Measurements30/11/2021
 
3-Yr Std Dev14.31 %
3-Yr Mean Return12.46 %
 
3-Yr Sharpe Ratio0.80
 
Modern Portfolio Statistics30/11/202130/11/2021
 Standard IndexBest Fit Index
 MSCI ACWI Value NR USD  FTSE World TR USD
3-Yr Beta0.920.99
3-Yr Alpha4.80-3.54
 
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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)