Welcome to the new morningstar.co.uk! Learn more about the changes and how our new features help your investing success.

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
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • AXA Rosenberg Global R Acc
  • MSCI ACWI Value NR USD
%
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
 
Advertisement
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)

Audience Confirmation


By clicking 'accept' I acknowledge that this website uses cookies and other technologies to tailor my experience and understand how I and other visitors use our site. See 'Cookie Consent' for more detail.

  • Other Morningstar Websites