Ninety One Funds Series iii - UK Sustainable Equity Fund I GBP Acc

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Morningstar Rating™(Relative to Category)31/12/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighLow5 star
5-Year--Not Rated
10-Year--Not Rated
OverallHighLow5 star
 
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1 Year Daily Volatility Chart (annualised)
  • Ninety One Funds Series iii - UK Sustainable Equity Fund I GBP Acc
  • FTSE AllSh TR GBP
%
Volatility Measurements31/12/2021
 
3-Yr Std Dev14.64 %
3-Yr Mean Return17.53 %
 
3-Yr Sharpe Ratio1.09
 
Modern Portfolio Statistics31/12/202131/12/2021
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  MSCI UK Small Cap NR USD
3-Yr Beta0.760.61
3-Yr Alpha9.107.54
 
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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)