Causeway Defined Growth Fund B USD

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Morningstar Rating™(Relative to Category)30/06/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighHigh4 star
5-Year - - -
10-Year - - -
OverallHighHigh4 star
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1 Year Daily Volatility Chart (annualised)
  • Causeway Defined Growth Fund B USD
  • Morningstar Gbl Core Bd GR Hdg USD
Volatility Measurements30/06/2024
3-Yr Std Dev9.41 %
3-Yr Mean Return5.65 %
3-Yr Sharpe Ratio0.29
Modern Portfolio Statistics30/06/202430/06/2024
 Standard IndexBest Fit Index
 Morningstar Gbl Core Bd GR Hdg USD  MSCI AC Asia Pacific NR USD
3-Yr Beta1.620.74
3-Yr Alpha8.482.85
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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