Liontrust Global Innovation Fund A Acc GBP

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Morningstar Rating™(Relative to Category)31/07/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAbove Average2 star
5-YearBelow AverageAbove Average2 star
10-YearLowAbove Average1 star
OverallBelow AverageAbove Average2 star
 
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1 Year Daily Volatility Chart (annualised)
  • Liontrust Global Innovation Fund A Acc GBP
  • MSCI ACWI Growth NR USD
%
Volatility Measurements31/07/2022
 
3-Yr Std Dev17.22 %
3-Yr Mean Return5.54 %
 
3-Yr Sharpe Ratio0.30
 
Modern Portfolio Statistics31/07/202231/07/2022
 Standard IndexBest Fit Index
 MSCI ACWI Growth NR USD  Morningstar US Lrg Growth TR USD
3-Yr Beta0.980.78
3-Yr Alpha-6.06-2.62
 
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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)