UBAM - Swiss Equity AC CHF

Morningstar Rating™(Relative to Category)30/09/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAbove Average3 star
5-YearAbove AverageAbove Average4 star
10-YearHighAbove Average4 star
OverallAbove AverageAbove Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • UBAM - Swiss Equity AC CHF
  • MSCI Switzerland NR CHF
%
Volatility Measurements30/09/2020
 
3-Yr Std Dev11.44 %
3-Yr Mean Return9.54 %
 
3-Yr Sharpe Ratio0.75
 
Modern Portfolio Statistics30/09/202030/09/2020
 Standard IndexBest Fit Index
 MSCI Switzerland NR CHF  MSCI Europe Growth NR EUR
3-Yr Beta1.020.83
3-Yr Alpha-0.542.13
 
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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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