Unicorn UK Smaller Companies A Inc

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Morningstar Rating™(Relative to Category)31/10/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAbove Average2 star
5-YearBelow AverageAbove Average2 star
10-YearBelow AverageAbove Average2 star
OverallBelow AverageAbove Average2 star
 
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1 Year Daily Volatility Chart (annualised)
  • Unicorn UK Smaller Companies A Inc
  • FTSE Small Cap Ex Invest Trust TR GBP
%
Volatility Measurements30/11/2021
 
3-Yr Std Dev24.78 %
3-Yr Mean Return15.23 %
 
3-Yr Sharpe Ratio0.56
 
Modern Portfolio Statistics30/11/202130/11/2021
 Standard IndexBest Fit Index
 FTSE Small Cap Ex Invest Trust TR GBP  MSCI UK Small Cap NR USD
3-Yr Beta0.971.08
3-Yr Alpha-0.192.69
 
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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)