Old Mutual UK Smaller Companies Focus Fund R GBP Inc

Morningstar Rating™(Relativ zur Kategorie)31.07.2018
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3 JahreHochHoch5 star
5 Jahre*HochHoch5 star
10 Jahre*Hochüber Durchschnitt5 star
Gesamt*HochHoch5 star
 
Klicken Sie hier um unsere Methodik zu sehen
Volatilität 31.07.2018
 
Std. Abweichung19,25 %
Durchsch. monatl. Wertentw. 3 Jahre p.a.23,68 %
 
3 J. Sharpe Ratio1,16
 
Moderne Portfoliostatistiken31.07.201831.07.2018
 Standard IndexBest Fit Index
 FTSE Small Cap Ex Invest Trust TR GBP  MSCI UK Small Cap NR USD
56,5466,40
Beta1,021,12
Alpha16,2613,78
 
Werbung
* This share class has performance data calculated prior to the inception date, 2014-05-30. This is based upon a simulated/extended track record, using the track record of Old Mutual UK Smlr Coms Foc A GBP Inc (ISIN: IE00BLP58F76), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.