Stewart Investors Asia Pacific Leaders Fund Class A (Accumulation) GBP

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Morningstar Rating™(Relative to Category)30/11/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageLow3 star
5-YearAbove AverageLow4 star
10-YearAverageLow4 star
OverallAverageLow4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Stewart Investors Asia Pacific Leaders Fund Class A (Accumulation) GBP
  • Morningstar APAC xJpn TME NR USD
%
Volatility Measurements30/11/2024
 
3-Yr Std Dev10.75 %
3-Yr Mean Return0.18 %
 
3-Yr Sharpe Ratio-0.31
 
Modern Portfolio Statistics30/11/202430/11/2024
 Standard IndexBest Fit Index
 Morningstar APAC xJpn TME NR USD  Morningstar EM SMID TME NR USD
3-Yr Beta0.660.84
3-Yr Alpha-3.63-3.62
 
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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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