Premier UK Growth Fund Class C Income Shares

Morningstar Rating™(Relative to Category)30/06/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighAbove Average5 star
5-YearAbove AverageAbove Average4 star
10-YearAbove AverageAverage4 star
OverallAbove AverageAbove Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Premier UK Growth Fund Class C Income Shares
  • FTSE AllSh TR GBP
%
Volatility Measurements30/06/2020
 
3-Yr Std Dev20.90 %
3-Yr Mean Return9.22 %
 
3-Yr Sharpe Ratio0.40
 
Modern Portfolio Statistics30/06/202030/06/2020
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  MSCI UK Small Cap NR USD
3-Yr Beta1.301.00
3-Yr Alpha9.688.26
 
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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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