Ninety One UK Equity Income K Inc 2

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Morningstar Rating™(Relative to Category)31/12/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageLow5 star
5-Year--Not Rated
10-Year--Not Rated
OverallAbove AverageLow5 star
 
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1 Year Daily Volatility Chart (annualised)
  • Ninety One UK Equity Income K Inc 2
  • FTSE AllSh TR GBP
%
Volatility Measurements31/12/2021
 
3-Yr Std Dev13.72 %
3-Yr Mean Return11.26 %
 
3-Yr Sharpe Ratio0.76
 
Modern Portfolio Statistics31/12/202131/12/2021
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  MSCI UK Growth NR GBP
3-Yr Beta0.751.04
3-Yr Alpha3.71-3.42
 
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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)