Trojan Global Income Fund F Accumulation

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Morningstar Rating™(Relative to Category)31/12/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageLow4 star
5-YearAbove AverageLow4 star
10-Year--Not Rated
OverallAbove AverageLow4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Trojan Global Income Fund F Accumulation
  • MSCI World High Dividend Yield NR USD
%
Volatility Measurements31/12/2021
 
3-Yr Std Dev10.92 %
3-Yr Mean Return13.83 %
 
3-Yr Sharpe Ratio1.16
 
Modern Portfolio Statistics31/12/202131/12/2021
 Standard IndexBest Fit Index
 MSCI World High Dividend Yield NR USD  MSCI World High Dividend Yield NR USD
3-Yr Beta0.790.79
3-Yr Alpha4.834.83
 
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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)