FP Foresight Global Real Infrastructure Fund Class A GBP Accumulation

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Morningstar Rating™(Relative to Category)31/07/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighAbove Average5 star
5-Year--Not Rated
10-Year--Not Rated
OverallHighAbove Average5 star
 
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1 Year Daily Volatility Chart (annualised)
  • FP Foresight Global Real Infrastructure Fund Class A GBP Accumulation
  • S&P Global Infrastructure TR USD
%
Volatility Measurements31/07/2022
 
3-Yr Std Dev15.70 %
3-Yr Mean Return12.31 %
 
3-Yr Sharpe Ratio0.72
 
Modern Portfolio Statistics31/07/202231/07/2022
 Standard IndexBest Fit Index
 S&P Global Infrastructure TR USD  Cat 60%FTSE Wld TR&40%Barclays StlAgg TR
3-Yr Beta0.761.13
3-Yr Alpha6.165.83
 
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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)