J O Hambro Capital Management UK Equity Income A GBP Acc

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Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageHigh2 star
5-YearAbove AverageHigh3 star
10-YearHighHigh3 star
OverallAbove AverageHigh3 star
 
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1 Year Daily Volatility Chart (annualised)
  • J O Hambro Capital Management UK Equity Income A GBP Acc
  • FTSE AllSh TR GBP
%
Volatility Measurements30/09/2021
 
3-Yr Std Dev26.21 %
3-Yr Mean Return5.81 %
 
3-Yr Sharpe Ratio0.20
 
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  FTSE AllSh Ex Investment Trust TR GBP
3-Yr Beta1.531.52
3-Yr Alpha-0.760.10
 
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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)