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

Morningstar Rating™(Relative to Category)31/08/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighAbove Average5 star
5-Year--Not Rated
10-Year--Not Rated
OverallHighAbove Average5 star
 
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1 Year Daily Volatility Chart (annualised)
  • Morgan Stanley Funds (UK) - US Advantage Fund F Accumulation GBP
  • Russell 1000 Growth TR USD
%
Volatility Measurements31/08/2020
 
3-Yr Std Dev18.95 %
3-Yr Mean Return29.23 %
 
3-Yr Sharpe Ratio1.34
 
Modern Portfolio Statistics31/08/202031/08/2020
 Standard IndexBest Fit Index
 Russell 1000 Growth TR USD  MSCI USA Growth NR USD
3-Yr Beta0.970.95
3-Yr Alpha4.564.36
 
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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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