WS Canlife UK Equity Fund C Accumulation

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Morningstar Rating™(Relative to Category)31/10/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAbove Average2 star
5-YearAverageAbove Average3 star
10-YearBelow AverageAbove Average1 star
OverallAverageAbove Average2 star
 
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1 Year Daily Volatility Chart (annualised)
  • WS Canlife UK Equity Fund C Accumulation
  • Morningstar UK All Cap TME NR GBP
%
Volatility Measurements31/10/2024
 
3-Yr Std Dev12.02 %
3-Yr Mean Return5.84 %
 
3-Yr Sharpe Ratio0.19
 
Modern Portfolio Statistics31/10/202431/10/2024
 Standard IndexBest Fit Index
 Morningstar UK All Cap TME NR GBP  FTSE AllSh TR GBP
3-Yr Beta1.051.07
3-Yr Alpha-1.43-1.14
 
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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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