HL Multi-Manager Special Situations Trust A Acc

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Morningstar Rating™(Relative to Category)30/09/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageLow3 star
5-YearAverageBelow Average3 star
10-YearAverageBelow Average3 star
OverallAverageBelow Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • HL Multi-Manager Special Situations Trust A Acc
  • Morningstar Global All Cap TME NR USD
%
Volatility Measurements30/09/2024
 
3-Yr Std Dev10.01 %
3-Yr Mean Return3.57 %
 
3-Yr Sharpe Ratio0.03
 
Modern Portfolio Statistics30/09/202430/09/2024
 Standard IndexBest Fit Index
 Morningstar Global All Cap TME NR USD  Morningstar EAA USD Agg Tgt Alloc NR USD
3-Yr Beta0.851.01
3-Yr Alpha-3.84-3.16
 
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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)
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