GemCap Investment Funds (Ireland) plc - Medalist Partners TR Fund Class B USD Accumulation

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Morningstar Rating™(Relative to Category)-
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-Year--Not Rated
5-Year--Not Rated
10-Year--Not Rated
Overall--Not Rated
 
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1 Year Daily Volatility Chart (annualised)
  • GemCap Investment Funds (Ireland) plc - Medalist Partners TR Fund Class B USD Accumulation
%
Volatility Measurements31/01/2024
 
3-Yr Std Dev8.49 %
3-Yr Mean Return7.39 %
 
3-Yr Sharpe Ratio0.59
 
Modern Portfolio Statistics-31/01/2024
 Standard IndexBest Fit Index
   MSCI Frontier Markets NR USD
3-Yr Beta-0.21
3-Yr Alpha-2.16
 
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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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