Morgan Stanley Funds (UK) - US Advantage Fund I Accumulation GBP

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Morningstar Rating™(Relative to Category)31/05/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowHigh1 star
5-YearLowHigh1 star
10-Year--Not Rated
OverallLowHigh1 star
 
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1 Year Daily Volatility Chart (annualised)
  • Morgan Stanley Funds (UK) - US Advantage Fund I Accumulation GBP
  • Russell 1000 Growth TR USD
%
Volatility Measurements30/06/2022
 
3-Yr Std Dev28.12 %
3-Yr Mean Return-2.83 %
 
3-Yr Sharpe Ratio-0.11
 
Modern Portfolio Statistics30/06/202230/06/2022
 Standard IndexBest Fit Index
 Russell 1000 Growth TR USD  Morningstar US Large Growth TR USD
3-Yr Beta1.151.10
3-Yr Alpha-19.99-12.70
 
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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)