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

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Morningstar Rating™(Relative to Category)31/01/2025
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageLow4 star
5-YearAbove AverageLow4 star
10-YearAbove AverageLow4 star
OverallAbove AverageLow4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Stewart Investors Asia Pacific Leaders Fund Class B (Accumulation) GBP
  • Morningstar APAC xJpn TME NR USD
%
Volatility Measurements31/01/2025
 
3-Yr Std Dev9.85 %
3-Yr Mean Return3.71 %
 
3-Yr Sharpe Ratio-0.01
 
Modern Portfolio Statistics31/01/202531/01/2025
 Standard IndexBest Fit Index
 Morningstar APAC xJpn TME NR USD  Morningstar EM Sov Bd GR USD
3-Yr Beta0.641.11
3-Yr Alpha-1.831.86
 
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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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