CG Morningstar Multi Asset 40 Fund A GBP Acc

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Morningstar Rating™(Relative to Category)31/03/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage4 star
5-Year--Not Rated
10-Year--Not Rated
OverallAbove AverageAverage4 star
 
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1 Year Daily Volatility Chart (annualised)
  • CG Morningstar Multi Asset 40 Fund A GBP Acc
  • Morningstar UK Mod Caut Tgt Alloc NR GBP
%
Volatility Measurements31/03/2024
 
3-Yr Std Dev6.30 %
3-Yr Mean Return1.86 %
 
3-Yr Sharpe Ratio-0.09
 
Modern Portfolio Statistics31/03/202431/03/2024
 Standard IndexBest Fit Index
 Morningstar UK Mod Caut Tgt Alloc NR GBP  Morningstar UK Mod Tgt Alloc NR GBP
3-Yr Beta0.870.79
3-Yr Alpha0.64-1.50
 
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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)
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