LO Funds - Generation Global (USD) PD

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Morningstar Rating™(Relative to Category)31/10/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAbove Average3 star
5-YearAverageAbove Average2 star
10-YearAbove AverageAbove Average4 star
Overall*Above AverageAbove Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • LO Funds - Generation Global (USD) PD
  • Morningstar Gbl Growth TME NR USD
%
Volatility Measurements30/11/2024
 
3-Yr Std Dev15.28 %
3-Yr Mean Return4.23 %
 
3-Yr Sharpe Ratio0.04
 
Modern Portfolio Statistics30/11/202430/11/2024
 Standard IndexBest Fit Index
 Morningstar Gbl Growth TME NR USD  Morningstar EAA USD Mod Tgt Alloc NR USD
3-Yr Beta1.051.99
3-Yr Alpha-3.37-0.33
 
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* This share class has performance data calculated prior to the inception date, 2009-06-01. This is based upon a simulated/extended track record and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
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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