Rathbone Global Opportunities Retail Accumulation

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Morningstar Rating™(Relative to Category)30/04/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageBelow Average4 star
5-YearHighAverage5 star
10-YearHighAverage5 star
OverallHighAverage5 star
 
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1 Year Daily Volatility Chart (annualised)
  • Rathbone Global Opportunities Retail Accumulation
  • MSCI ACWI NR USD
%
Volatility Measurements30/04/2022
 
3-Yr Std Dev15.82 %
3-Yr Mean Return12.16 %
 
3-Yr Sharpe Ratio0.71
 
Modern Portfolio Statistics30/04/202230/04/2022
 Standard IndexBest Fit Index
 MSCI ACWI NR USD  MSCI World Free Growth NR USD
3-Yr Beta0.910.92
3-Yr Alpha1.08-2.24
 
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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)