J O Hambro Capital Management UK Equity Income Y GBP Acc

Register to Unlock Ratings
Morningstar Rating™(Relative to Category)30/04/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageHigh2 star
5-YearAverageHigh2 star
10-Year--Not Rated
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
  • FTSE AllSh TR GBP
%
Volatility Measurements30/04/2022
 
3-Yr Std Dev25.85 %
3-Yr Mean Return7.31 %
 
3-Yr Sharpe Ratio0.26
 
Modern Portfolio Statistics30/04/202230/04/2022
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  FTSE AllSh Ex Investment Trust TR GBP
3-Yr Beta1.561.54
3-Yr Alpha-1.54-1.17
 
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)