Stewart Investors Global Emerging Markets Leaders Fund Class A (Accumulation) GBP

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Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowLow1 star
5-YearLowLow1 star
10-YearBelow AverageLow3 star
OverallBelow AverageLow2 star
 
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1 Year Daily Volatility Chart (annualised)
  • Stewart Investors Global Emerging Markets Leaders Fund Class A (Accumulation) GBP
  • MSCI EM NR USD
%
Volatility Measurements30/09/2021
 
3-Yr Std Dev14.95 %
3-Yr Mean Return1.47 %
 
3-Yr Sharpe Ratio0.07
 
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 MSCI EM NR USD  MSCI EM EMEA NR USD
3-Yr Beta0.820.78
3-Yr Alpha-5.33-4.84
 
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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)