Clerical Medical Newton Continental European Pension Fund

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Morningstar Rating™(Relative to ABI Sector)31/05/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage4 star
5-YearAverageLow3 star
10-YearAverageLow4 star
OverallAverageLow4 star
 
 
1 Year Daily Volatility Chart (annualised)
  • Clerical Medical Newton Continental European Pension Fund
  • Morningstar DM Eur xUK TME NR EUR
%
Volatility Measurements31/05/2024
 
3-Yr Std Dev12.19 %
3-Yr Mean Return8.69 %
 
3-Yr Sharpe Ratio0.47
 
Modern Portfolio Statistics31/05/202431/05/2024
 Standard IndexBest Fit Index
 Morningstar DM Eur xUK TME NR EUR  Morningstar Nordic TME GR EUR
3-Yr Beta0.880.77
3-Yr Alpha1.160.40
 
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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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