Ninety One UK Smaller Companies I GBP Inc

Morningstar Rating™(Relative to Category)31/08/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageBelow Average4 star
5-YearAverageAverage3 star
10-YearAbove AverageAverage4 star
OverallAbove AverageAverage4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Ninety One UK Smaller Companies I GBP Inc
  • FTSE Small Cap Ex Invest Trust TR GBP
%
Volatility Measurements31/08/2020
 
3-Yr Std Dev19.95 %
3-Yr Mean Return5.79 %
 
3-Yr Sharpe Ratio0.25
 
Modern Portfolio Statistics31/08/202031/08/2020
 Standard IndexBest Fit Index
 FTSE Small Cap Ex Invest Trust TR GBP  FTSE Small Cap Ex Invest Trust TR GBP
3-Yr Beta0.910.91
3-Yr Alpha8.688.68
 
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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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