Rathbone Global Opportunities Fund S Acc

Register to Unlock Ratings
Morningstar Rating™(Relative to Category)30/04/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAbove Average3 star
5-YearAbove AverageAverage4 star
10-Year*HighAbove Average5 star
Overall*Above AverageAbove Average4 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • Rathbone Global Opportunities Fund S Acc
  • Morningstar Gbl Growth TME NR USD
%
Volatility Measurements30/04/2024
 
3-Yr Std Dev15.56 %
3-Yr Mean Return6.17 %
 
3-Yr Sharpe Ratio0.22
 
Modern Portfolio Statistics30/04/202430/04/2024
 Standard IndexBest Fit Index
 Morningstar Gbl Growth TME NR USD  DJ Islamic World TR USD
3-Yr Beta0.981.02
3-Yr Alpha-0.82-2.23
 
Advertisement
* This share class has performance data calculated prior to the inception date, 2019-01-07. This is based upon a simulated/extended track record, using the track record of Rathbone Global Opportunities I Acc (ISIN: GB00B7FQLN12), 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)
© Copyright 2024 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Modern Slavery Statement        Cookie Settings        Disclosures