Liontrust Diversified Real Assets Fund Class A Income

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Morningstar Rating™(Relative to Category)31/10/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAbove Average1 star
5-YearLowAbove Average1 star
10-YearLowAverage2 star
OverallLowAbove Average2 star
 
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1 Year Daily Volatility Chart (annualised)
  • Liontrust Diversified Real Assets Fund Class A Income
  • Morningstar UK Mod Tgt Alloc NR GBP
%
Volatility Measurements31/10/2024
 
3-Yr Std Dev11.15 %
3-Yr Mean Return-2.60 %
 
3-Yr Sharpe Ratio-0.54
 
Modern Portfolio Statistics31/10/202431/10/2024
 Standard IndexBest Fit Index
 Morningstar UK Mod Tgt Alloc NR GBP  Morningstar Gbl Real Est TME NR USD
3-Yr Beta1.050.60
3-Yr Alpha-5.24-4.19
 
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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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