Uni-Global - Equities Eurozone SA-EUR

Register to Unlock Ratings
Morningstar Rating™(Relative to Category)31/10/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageLow2 star
5-Year--Not Rated
10-Year--Not Rated
OverallBelow AverageLow2 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • Uni-Global - Equities Eurozone SA-EUR
  • MSCI EMU NR EUR
%
Volatility Measurements31/10/2021
 
3-Yr Std Dev13.37 %
3-Yr Mean Return5.66 %
 
3-Yr Sharpe Ratio0.38
 
Modern Portfolio Statistics31/10/202131/10/2021
 Standard IndexBest Fit Index
 MSCI EMU NR EUR  Cat 50%Barclays Eu Agg&50%FTSE AW Dv Eur
3-Yr Beta0.761.63
3-Yr Alpha-2.23-5.78
 
Advertisement
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)