GemCap Investment Funds (Ireland) plc - Medalist Partners TR Fund Class B GBP Hedged 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 GBP Hedged Accumulation
%
Volatility Measurements29/02/2024
 
3-Yr Std Dev4.52 %
3-Yr Mean Return2.92 %
 
3-Yr Sharpe Ratio0.14
 
Modern Portfolio Statistics-29/02/2024
 Standard IndexBest Fit Index
   Morningstar UK HY Bd GR GBP
3-Yr Beta-0.72
3-Yr Alpha--1.10
 
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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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