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Morningstar Rating™(Relative to Category)31/10/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighAbove Average5 star
5-YearHighAverage5 star
10-YearHighAbove Average5 star
OverallHighAbove Average5 star
 
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1 Year Daily Volatility Chart (annualised)
  • Premier Miton Ethical C income
  • FTSE AllSh TR GBP
%
Volatility Measurements30/11/2021
 
3-Yr Std Dev21.64 %
3-Yr Mean Return19.15 %
 
3-Yr Sharpe Ratio0.80
 
Modern Portfolio Statistics30/11/202130/11/2021
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  MSCI UK Small Cap NR USD
3-Yr Beta1.200.96
3-Yr Alpha9.987.31
 
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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)