J O Hambro Capital Management UK Equity Income Y GBP Acc

Register to Unlock Ratings
Morningstar Rating™(Relative to Category)31/01/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageHigh3 star
5-YearAverageHigh2 star
10-YearAverageHigh2 star
OverallAverageHigh2 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • J O Hambro Capital Management UK Equity Income Y GBP Acc
  • Morningstar UK All Cap TME NR GBP
%
Volatility Measurements29/02/2024
 
3-Yr Std Dev15.48 %
3-Yr Mean Return7.76 %
 
3-Yr Sharpe Ratio0.34
 
Modern Portfolio Statistics29/02/202429/02/2024
 Standard IndexBest Fit Index
 Morningstar UK All Cap TME NR GBP  FTSE AllSh Ex Investment Trust TR GBP
3-Yr Beta1.321.34
3-Yr Alpha-2.59-1.88
 
Advertisement
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)
© Copyright 2024 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Modern Slavery Statement        Cookie Settings        Disclosures