Comgest Growth Emerging Markets USD Z Inc

Morningstar Rating™(Relative to Category)30/09/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-Year*Below AverageAverage2 star
5-Year*Below AverageAverage2 star
10-Year*--Not Rated
Overall*Below AverageAverage2 star
 
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1 Year Daily Volatility Chart (annualised)
  • Comgest Growth Emerging Markets USD Z Inc
  • MSCI EM NR USD
%
Volatility Measurements30/09/2020
 
3-Yr Std Dev*15.20 %
3-Yr Mean Return*1.85 %
 
3-Yr Sharpe Ratio*0.08
 
Modern Portfolio Statistics30/09/202030/09/2020
 Standard IndexBest Fit Index
 MSCI EM NR USD  MSCI EM NR USD
3-Yr Beta*0.990.99
3-Yr Alpha*-2.85-2.85
 
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* This share class has performance data calculated prior to the inception date, 2018-02-26. This is based upon a simulated/extended track record, using the track record of Comgest Growth Emerging Mkts EUR Z Acc (ISIN: IE00BD5HXC97), 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)

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