Dynamic Diversified Sub-Fund

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Morningstar Rating™(Relative to Category)30/11/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage4 star
5-YearAbove AverageBelow Average5 star
10-YearAbove AverageAverage4 star
OverallAbove AverageAverage4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Dynamic Diversified Sub-Fund
  • Morningstar UK Mod Tgt Alloc NR GBP
%
Volatility Measurements30/11/2024
 
3-Yr Std Dev7.06 %
3-Yr Mean Return4.47 %
 
3-Yr Sharpe Ratio0.13
 
Modern Portfolio Statistics30/11/202430/11/2024
 Standard IndexBest Fit Index
 Morningstar UK Mod Tgt Alloc NR GBP  Morningstar UK Mod Tgt Alloc NR GBP
3-Yr Beta0.800.80
3-Yr Alpha0.980.98
 
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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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