Old Mutual UK Smaller Companies Focus Fund R GBP Inc

Morningstar Rating™(Relativ zur Kategorie)30.04.2018
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3 JahreHochHoch5 star
5 Jahre*HochHoch5 star
10 Jahre*Hochüber Durchschnitt5 star
Gesamt*HochHoch5 star
 
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Volatilität 30.04.2018
 
Std. Abweichung19,32 %
Durchsch. monatl. Wertentw. 3 Jahre p.a.27,54 %
 
3 J. Sharpe Ratio1,31
 
Moderne Portfoliostatistiken30.04.201830.04.2018
 Standard IndexBest Fit Index
 FTSE Small Cap Ex Invest Trust TR GBP  MSCI UK Small Cap NR USD
58,6667,75
Beta1,051,10
Alpha14,5213,86
 
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* 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.