Fidelity UK Select

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Morningstar Rating™(Relative to Category)31/10/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage4 star
5-YearAbove AverageAbove Average4 star
10-YearAbove AverageAbove Average4 star
OverallAbove AverageAbove Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Fidelity UK Select
  • FTSE AllSh TR GBP
%
Volatility Measurements30/11/2021
 
3-Yr Std Dev16.50 %
3-Yr Mean Return9.81 %
 
3-Yr Sharpe Ratio0.55
 
Modern Portfolio Statistics30/11/202130/11/2021
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  MSCI Europe Small Cap NR EUR
3-Yr Beta0.980.82
3-Yr Alpha3.02-2.66
 
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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)