GSI Global Sustainable Value Fund B Acc GBP

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Morningstar Rating™(Relative to Category)30/06/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAbove Average4 star
5-Year--Not Rated
10-Year--Not Rated
OverallAbove AverageAbove Average4 star
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1 Year Daily Volatility Chart (annualised)
  • GSI Global Sustainable Value Fund B Acc GBP
  • Morningstar Gbl Val TME NR USD
Volatility Measurements30/06/2024
3-Yr Std Dev11.06 %
3-Yr Mean Return9.72 %
3-Yr Sharpe Ratio0.59
Modern Portfolio Statistics30/06/202430/06/2024
 Standard IndexBest Fit Index
 Morningstar Gbl Val TME NR USD  MSCI World NR USD
3-Yr Beta1.060.97
3-Yr Alpha-0.30-0.84
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(
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