Veritas Global Equity Income Retail GBP

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Morningstar Rating™(Relative to Category)31/05/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageBelow Average4 star
5-YearAverageAverage3 star
10-YearBelow AverageAbove Average2 star
OverallAverageAverage3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Veritas Global Equity Income Retail GBP
  • Morningstar Gbl High Div Yld NR USD
%
Volatility Measurements31/05/2024
 
3-Yr Std Dev7.69 %
3-Yr Mean Return9.72 %
 
3-Yr Sharpe Ratio0.87
 
Modern Portfolio Statistics31/05/202431/05/2024
 Standard IndexBest Fit Index
 Morningstar Gbl High Div Yld NR USD  Morningstar DM Eur TME NR EUR
3-Yr Beta0.820.70
3-Yr Alpha0.731.24
 
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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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