M&G Global Themes Fund Sterling A Acc

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Morningstar Rating™(Relative to Category)31/10/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAbove Average4 star
5-YearAverageAbove Average3 star
10-YearLowAbove Average1 star
OverallBelow AverageAbove Average2 star
 
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1 Year Daily Volatility Chart (annualised)
  • M&G Global Themes Fund Sterling A Acc
  • MSCI ACWI NR USD
%
Volatility Measurements30/11/2021
 
3-Yr Std Dev14.81 %
3-Yr Mean Return16.82 %
 
3-Yr Sharpe Ratio1.03
 
Modern Portfolio Statistics30/11/202130/11/2021
 Standard IndexBest Fit Index
 MSCI ACWI NR USD  Morningstar DM NR USD
3-Yr Beta1.000.97
3-Yr Alpha0.991.08
 
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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)