Quilter Investors UK Equity Opportunities Fund A (GBP) Accumulation

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Morningstar Rating™(Relative to Category)31/10/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAbove Average3 star
5-YearAbove AverageAbove Average3 star
10-YearBelow AverageAbove Average2 star
OverallAverageAbove Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Quilter Investors UK Equity Opportunities Fund A (GBP) Accumulation
  • Morningstar UK All Cap TME NR GBP
%
Volatility Measurements31/10/2024
 
3-Yr Std Dev15.65 %
3-Yr Mean Return4.23 %
 
3-Yr Sharpe Ratio0.05
 
Modern Portfolio Statistics31/10/202431/10/2024
 Standard IndexBest Fit Index
 Morningstar UK All Cap TME NR GBP  FTSE AllSh TR GBP
3-Yr Beta1.291.32
3-Yr Alpha-3.81-3.48
 
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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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