Premier Miton Optimum Income A accumulation

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Morningstar Rating™(Relative to Category)31/10/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageBelow Average4 star
5-YearBelow AverageAbove Average2 star
10-YearBelow AverageAbove Average2 star
OverallBelow AverageAbove Average2 star
 
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1 Year Daily Volatility Chart (annualised)
  • Premier Miton Optimum Income A accumulation
  • Morningstar UK All Cap TME NR GBP
%
Volatility Measurements31/10/2024
 
3-Yr Std Dev10.59 %
3-Yr Mean Return6.63 %
 
3-Yr Sharpe Ratio0.29
 
Modern Portfolio Statistics31/10/202431/10/2024
 Standard IndexBest Fit Index
 Morningstar UK All Cap TME NR GBP  Morningstar UK All Cap TME NR GBP
3-Yr Beta0.890.89
3-Yr Alpha-0.11-0.11
 
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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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