GSI Global Sustainable Value Fund A Inc GBP

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Morningstar Rating™(Relative to Category)31/01/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearHighAverage5 star
10-Year--Not Rated
OverallAbove AverageAverage4 star
 
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1 Year Daily Volatility Chart (annualised)
  • GSI Global Sustainable Value Fund A Inc GBP
  • Morningstar Gbl Val TME NR USD
%
Volatility Measurements31/01/2024
 
3-Yr Std Dev11.08 %
3-Yr Mean Return11.60 %
 
3-Yr Sharpe Ratio0.80
 
Modern Portfolio Statistics31/01/202431/01/2024
 Standard IndexBest Fit Index
 Morningstar Gbl Val TME NR USD  MSCI World Free NR USD
3-Yr Beta1.040.98
3-Yr Alpha-0.500.23
 
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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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