J O Hambro Capital Management UK Equity Income X GBP Inc

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Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageHigh2 star
5-Year--Not Rated
10-Year--Not Rated
OverallAverageHigh2 star
 
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1 Year Daily Volatility Chart (annualised)
  • J O Hambro Capital Management UK Equity Income X GBP Inc
  • FTSE AllSh TR GBP
%
Volatility Measurements30/09/2021
 
3-Yr Std Dev26.15 %
3-Yr Mean Return6.59 %
 
3-Yr Sharpe Ratio0.23
 
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  FTSE Small Cap Ex Invest Trust TR GBP
3-Yr Beta1.521.03
3-Yr Alpha0.02-7.96
 
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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)