Nikko AM Japan Value A GBP

Register to Unlock Ratings
Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAbove Average3 star
5-Year--Not Rated
10-Year--Not Rated
OverallAverageAbove Average3 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • Nikko AM Japan Value A GBP
  • TOPIX TR JPY
%
Volatility Measurements30/09/2021
 
3-Yr Std Dev15.14 %
3-Yr Mean Return7.42 %
 
3-Yr Sharpe Ratio0.45
 
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 TOPIX TR JPY  MSCI Japan NR JPY
3-Yr Beta1.111.12
3-Yr Alpha0.18-0.61
 
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)