Brandes European Value Fund I GBP Acc

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Morningstar Rating™(Relative to Category)31/05/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAbove Average4 star
5-YearAverageAverage3 star
10-YearHighAverage4 star
OverallAbove AverageAverage4 star
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1 Year Daily Volatility Chart (annualised)
  • Brandes European Value Fund I GBP Acc
  • MSCI Europe Value NR EUR
Volatility Measurements31/05/2021
3-Yr Std Dev20.04 %
3-Yr Mean Return6.73 %
3-Yr Sharpe Ratio0.30
Modern Portfolio Statistics31/05/202131/05/2021
 Standard IndexBest Fit Index
 MSCI Europe Value NR EUR  MSCI Europe Value NR USD
3-Yr Beta1.021.02
3-Yr Alpha3.183.18
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(

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