Premier Miton Responsible UK Equity C income

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Morningstar Rating™(Relative to Category)30/04/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighAbove Average5 star
5-YearAbove AverageAbove Average4 star
10-YearHighAbove Average5 star
OverallHighAbove Average5 star
 
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1 Year Daily Volatility Chart (annualised)
  • Premier Miton Responsible UK Equity C income
  • FTSE AllSh TR GBP
%
Volatility Measurements30/04/2022
 
3-Yr Std Dev22.04 %
3-Yr Mean Return11.34 %
 
3-Yr Sharpe Ratio0.48
 
Modern Portfolio Statistics30/04/202230/04/2022
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  MSCI UK Small Cap NR USD
3-Yr Beta1.180.97
3-Yr Alpha4.207.17
 
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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)