Baillie Gifford Managed Fund A Accumulation

Morningstar Rating™(Relative to Category)31/05/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighAbove Average5 star
5-YearHighAbove Average5 star
10-YearHighAbove Average5 star
OverallHighAbove Average5 star
 
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1 Year Daily Volatility Chart (annualised)
  • Baillie Gifford Managed Fund A Accumulation
  • Morningstar UK Moderately Adventurous
%
Volatility Measurements30/06/2020
 
3-Yr Std Dev13.06 %
3-Yr Mean Return11.23 %
 
3-Yr Sharpe Ratio0.77
 
Modern Portfolio Statistics30/06/202030/06/2020
 Standard IndexBest Fit Index
 Morningstar UK Moderately Adventurous  MSCI World Free Growth NR USD
3-Yr Beta1.210.87
3-Yr Alpha4.87-3.29
 
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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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