J O Hambro Capital Management UK Equity Income Y GBP Acc

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Morningstar Rating™(Relative to Category)31/01/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageHigh3 star
5-YearAverageHigh2 star
10-YearAverageHigh2 star
OverallAverageHigh2 star
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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
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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