M&G Recovery Fund Sterling A Acc

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Morningstar Rating™(Relative to Category)30/04/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowAbove Average1 star
5-YearBelow AverageAbove Average1 star
10-YearLowAbove Average1 star
OverallLowAbove Average1 star
 
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1 Year Daily Volatility Chart (annualised)
  • M&G Recovery Fund Sterling A Acc
  • FTSE AllSh TR GBP
%
Volatility Measurements30/04/2021
 
3-Yr Std Dev26.43 %
3-Yr Mean Return0.90 %
 
3-Yr Sharpe Ratio0.02
 
Modern Portfolio Statistics30/04/202130/04/2021
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  FTSE 250 Ex Investment Trust TR GBP
3-Yr Beta1.491.13
3-Yr Alpha-4.51-7.28
 
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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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