Merian UK Smaller Companies Fund A GBP Acc

Morningstar Rating™(Relative to Category)29/02/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAbove Average3 star
5-YearAbove AverageAbove Average3 star
10-YearAverageAbove Average3 star
OverallAverageAbove Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Merian UK Smaller Companies Fund A GBP Acc
  • FTSE Small Cap Ex Invest Trust TR GBP
%
Volatility Measurements31/03/2020
 
3-Yr Std Dev20.38 %
3-Yr Mean Return-0.80 %
 
3-Yr Sharpe Ratio-0.07
 
Modern Portfolio Statistics31/03/202031/03/2020
 Standard IndexBest Fit Index
 FTSE Small Cap Ex Invest Trust TR GBP  MSCI UK Small Cap NR USD
3-Yr Beta1.011.03
3-Yr Alpha6.892.35
 
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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)

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