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M&G Managed Growth Fund Sterling A Acc

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Morningstar Rating™(Relative to Category)31/10/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAbove Average2 star
5-YearAverageAbove Average3 star
10-YearLowAbove Average1 star
Overall*Below AverageAbove Average2 star
 
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1 Year Daily Volatility Chart (annualised)
  • M&G Managed Growth Fund Sterling A Acc
  • Morningstar UK Adv Tgt Alloc NR GBP
%
Volatility Measurements30/11/2021
 
3-Yr Std Dev15.85 %
3-Yr Mean Return9.46 %
 
3-Yr Sharpe Ratio0.55
 
Modern Portfolio Statistics30/11/202130/11/2021
 Standard IndexBest Fit Index
 Morningstar UK Adv Tgt Alloc NR GBP  MSCI World Small Cap NR USD
3-Yr Beta1.170.80
3-Yr Alpha-3.86-2.00
 
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* This share class has performance data calculated prior to the inception date, 2002-10-01. This is based upon a simulated/extended track record, using the track record of M&G Managed Growth GBP A Inc (ISIN: GB0031960692), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
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)