Ninety One UK Alpha A GBP Acc

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Morningstar Rating™(Relative to Category)31/12/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageLow3 star
5-YearBelow AverageLow3 star
10-YearHighAverage5 star
OverallAbove AverageBelow Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Ninety One UK Alpha A GBP Acc
  • FTSE AllSh TR GBP
%
Volatility Measurements31/12/2021
 
3-Yr Std Dev15.29 %
3-Yr Mean Return7.65 %
 
3-Yr Sharpe Ratio0.46
 
Modern Portfolio Statistics31/12/202131/12/2021
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  Morningstar UK NR GBP
3-Yr Beta0.910.91
3-Yr Alpha-1.11-0.38
 
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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)