Premier Miton UK Growth C income

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Morningstar Rating™(Relative to Category)30/09/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageLow3 star
5-YearHighAverage5 star
10-YearHighAverage5 star
OverallHighAverage5 star
 
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1 Year Daily Volatility Chart (annualised)
  • Premier Miton UK Growth C income
  • Morningstar UK SMID Cap TME NR GBP
%
Volatility Measurements30/09/2024
 
3-Yr Std Dev13.90 %
3-Yr Mean Return-0.87 %
 
3-Yr Sharpe Ratio-0.30
 
Modern Portfolio Statistics30/09/202430/09/2024
 Standard IndexBest Fit Index
 Morningstar UK SMID Cap TME NR GBP  Morningstar UK Small Cap TME NR GBP
3-Yr Beta0.720.72
3-Yr Alpha-3.45-1.00
 
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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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