Old Mutual UK Smaller Companies Focus Fund A GBP Inc

Morningstar Rating™(Relativ zur Kategorie)30.04.2018
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3 JahreHochHoch5 star
5 JahreHochHoch5 star
10 JahreHochüber Durchschnitt5 star
Gesamt*HochHoch5 star
 
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Volatilität 30.04.2018
 
Std. Abweichung19,31 %
Durchsch. monatl. Wertentw. 3 Jahre p.a.26,76 %
 
3 J. Sharpe Ratio1,28
 
Moderne Portfoliostatistiken30.04.201830.04.2018
 Standard IndexBest Fit Index
 FTSE Small Cap Ex Invest Trust TR GBP  MSCI UK Small Cap NR USD
58,8968,08
Beta1,051,11
Alpha13,8813,22
 
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* This share class has performance data calculated prior to the inception date, 2002-01-14. This is based upon a simulated/extended track record, using the track record of Old Mutual UK Smaller Coms Focus A GBP (ISIN: IE0031266244), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.