Ninety One Global Income Opportunities Fund A Accumulation

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Morningstar Rating™(Relative to Category)31/05/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowAbove Average1 star
5-YearLowAbove Average1 star
10-YearLowAbove Average1 star
OverallLowAbove Average1 star
 
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1 Year Daily Volatility Chart (annualised)
  • Ninety One Global Income Opportunities Fund A Accumulation
  • Morningstar UK Mod Tgt Alloc NR GBP
%
Volatility Measurements30/06/2022
 
3-Yr Std Dev11.64 %
3-Yr Mean Return-2.23 %
 
3-Yr Sharpe Ratio-0.22
 
Modern Portfolio Statistics30/06/202230/06/2022
 Standard IndexBest Fit Index
 Morningstar UK Mod Tgt Alloc NR GBP  MSCI UK Small Cap NR USD
3-Yr Beta1.300.49
3-Yr Alpha-5.18-2.91
 
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* This share class has performance data calculated prior to the inception date, 1998-03-02. This is based upon a simulated/extended track record 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)