Brandes Global Value Fund A USD Acc

Morningstar Rating™(Relative to Category)31/12/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageBelow Average3 star
5-YearAverageBelow Average3 star
10-YearAverageBelow Average3 star
OverallAverageBelow Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Brandes Global Value Fund A USD Acc
  • MSCI ACWI Value NR USD
%
Volatility Measurements31/12/2019
 
3-Yr Std Dev9.56 %
3-Yr Mean Return4.84 %
 
3-Yr Sharpe Ratio0.44
 
Modern Portfolio Statistics31/12/201931/12/2019
 Standard IndexBest Fit Index
 MSCI ACWI Value NR USD  MSCI World Free Value NR USD
3-Yr Beta1.031.03
3-Yr Alpha-1.55-1.50
 
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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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