M&G Global Themes Fund Sterling A Acc

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Morningstar Rating™(Relative to Category)30/04/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageBelow Average3 star
5-YearAverageAverage3 star
10-YearAverageAverage3 star
OverallAverageAverage3 star
 
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1 Year Daily Volatility Chart (annualised)
  • M&G Global Themes Fund Sterling A Acc
  • Morningstar Global TME NR USD
%
Volatility Measurements30/04/2024
 
3-Yr Std Dev10.50 %
3-Yr Mean Return5.71 %
 
3-Yr Sharpe Ratio0.29
 
Modern Portfolio Statistics30/04/202430/04/2024
 Standard IndexBest Fit Index
 Morningstar Global TME NR USD  Morningstar UK Adv Tgt Alloc NR GBP
3-Yr Beta0.920.99
3-Yr Alpha-2.46-1.26
 
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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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