GemCap Investment Funds (Ireland) plc - GSI Global Sustainable Focused Value Fund J GBP Inc

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Morningstar Rating™(Relative to Category)31/05/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-Year--Not Rated
10-Year--Not Rated
OverallAverageAverage3 star
 
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1 Year Daily Volatility Chart (annualised)
  • GemCap Investment Funds (Ireland) plc - GSI Global Sustainable Focused Value Fund J GBP Inc
  • Morningstar Gbl Val TME NR USD
%
Volatility Measurements31/05/2024
 
3-Yr Std Dev10.90 %
3-Yr Mean Return9.45 %
 
3-Yr Sharpe Ratio0.59
 
Modern Portfolio Statistics31/05/202431/05/2024
 Standard IndexBest Fit Index
 Morningstar Gbl Val TME NR USD  Morningstar Gbl Val TME NR USD
3-Yr Beta1.061.06
3-Yr Alpha-0.94-0.94
 
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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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