Jupiter UK Alpha Fund I GBP Acc

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Morningstar Rating™(Relative to Category)31/05/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageHigh3 star
5-YearAbove AverageHigh3 star
10-YearAbove AverageHigh4 star
Overall*Above AverageHigh4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Jupiter UK Alpha Fund I GBP Acc
  • FTSE AllSh TR GBP
%
Volatility Measurements31/05/2021
 
3-Yr Std Dev21.24 %
3-Yr Mean Return5.47 %
 
3-Yr Sharpe Ratio0.23
 
Modern Portfolio Statistics31/05/202131/05/2021
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  FTSE AllSh TR GBP
3-Yr Beta1.271.27
3-Yr Alpha1.371.37
 
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* This share class has performance data calculated prior to the inception date, 2003-01-31. This is based upon a simulated/extended track record, using the track record of Old Mutual UK Alpha R GBP Acc (ISIN: GB0032544065), 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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