Quilter Investors Global Unconstrained Equity Fund A (EUR) Accumulation

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Morningstar Rating™(Relative to Category)31/10/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighAverage5 star
5-YearAbove AverageHigh2 star
10-YearAverageHigh2 star
OverallAbove AverageHigh3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Quilter Investors Global Unconstrained Equity Fund A (EUR) Accumulation
  • Morningstar Global All Cap TME NR USD
%
Volatility Measurements31/10/2024
 
3-Yr Std Dev11.53 %
3-Yr Mean Return13.85 %
 
3-Yr Sharpe Ratio0.85
 
Modern Portfolio Statistics31/10/202431/10/2024
 Standard IndexBest Fit Index
 Morningstar Global All Cap TME NR USD  Morningstar UK Adv Tgt Alloc NR GBP
3-Yr Beta0.900.96
3-Yr Alpha5.676.34
 
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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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