Rathbone Global Opportunities Retail Accumulation

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Morningstar Rating™(Relative to Category)31/10/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighBelow Average5 star
5-YearHighBelow Average5 star
10-YearHighBelow Average5 star
OverallHighBelow Average5 star
 
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1 Year Daily Volatility Chart (annualised)
  • Rathbone Global Opportunities Retail Accumulation
  • MSCI ACWI NR USD
%
Volatility Measurements31/10/2021
 
3-Yr Std Dev13.82 %
3-Yr Mean Return21.86 %
 
3-Yr Sharpe Ratio1.41
 
Modern Portfolio Statistics31/10/202131/10/2021
 Standard IndexBest Fit Index
 MSCI ACWI NR USD  MSCI World Free Growth NR USD
3-Yr Beta0.860.90
3-Yr Alpha7.420.45
 
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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)