FP Octopus UK Micro Cap Growth Fund P Acc

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Morningstar Rating™(Relative to Category)31/05/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageLow4 star
5-YearAbove AverageBelow Average4 star
10-YearAverageBelow Average4 star
Overall*Above AverageBelow Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • FP Octopus UK Micro Cap Growth Fund P Acc
  • FTSE Small Cap Ex Invest Trust TR GBP
%
Volatility Measurements30/06/2022
 
3-Yr Std Dev20.35 %
3-Yr Mean Return10.59 %
 
3-Yr Sharpe Ratio0.48
 
Modern Portfolio Statistics30/06/202230/06/2022
 Standard IndexBest Fit Index
 FTSE Small Cap Ex Invest Trust TR GBP  MSCI UK Small Cap NR USD
3-Yr Beta0.660.78
3-Yr Alpha3.269.22
 
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* This share class has performance data calculated prior to the inception date, 2007-07-13. This is based upon a simulated/extended track record, using the track record of CFIC Octopus UK Micro Cap Growth P (ISIN: GB00B1VK1J13), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
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)