TB Wise Multi-Asset Income A Acc

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Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowHigh1 star
5-YearBelow AverageHigh1 star
10-YearAbove AverageHigh3 star
OverallAverageHigh2 star
 
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1 Year Daily Volatility Chart (annualised)
  • TB Wise Multi-Asset Income A Acc
  • Morningstar UK Mod Adv Tgt Alloc NR GBP
%
Volatility Measurements30/09/2021
 
3-Yr Std Dev23.28 %
3-Yr Mean Return6.69 %
 
3-Yr Sharpe Ratio0.26
 
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 Morningstar UK Mod Adv Tgt Alloc NR GBP  FTSE Small Cap Ex Invest Trust TR GBP
3-Yr Beta1.900.94
3-Yr Alpha-6.42-6.57
 
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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)