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AXA Rosenberg Global R Acc

Morningstar Rating™(Relative to Category)31/10/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAbove Average4 star
5-YearAbove AverageAverage3 star
10-YearAverageAverage3 star
OverallAbove AverageAverage3 star
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1 Year Daily Volatility Chart (annualised)
  • AXA Rosenberg Global R Acc
Volatility Measurements31/10/2019
3-Yr Std Dev11.68 %
3-Yr Mean Return7.80 %
3-Yr Sharpe Ratio0.60
Modern Portfolio Statistics31/10/201931/10/2019
 Standard IndexBest Fit Index
 MSCI ACWI Value NR USD  Morningstar DM NR USD
3-Yr Beta1.111.13
3-Yr Alpha0.25-3.33
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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