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Liontrust US Opportunities Fund A Acc GBP

Morningstar Rating™(Relative to Category)30/11/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearBelow AverageAbove Average2 star
10-YearBelow AverageAbove Average2 star
OverallBelow AverageAbove Average2 star
 
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1 Year Daily Volatility Chart (annualised)
  • Liontrust US Opportunities Fund A Acc GBP
  • Russell 1000 Growth TR USD
%
Volatility Measurements30/11/2019
 
3-Yr Std Dev13.73 %
3-Yr Mean Return16.61 %
 
3-Yr Sharpe Ratio1.09
 
Modern Portfolio Statistics30/11/201930/11/2019
 Standard IndexBest Fit Index
 Russell 1000 Growth TR USD  MSCI USA Growth NR USD
3-Yr Beta1.000.98
3-Yr Alpha-2.34-1.35
 
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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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