Guinness Global Innovators Fund Y EUR ACC

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Morningstar Rating™(Relative to Category)30/09/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighAbove Average5 star
5-YearHighAbove Average5 star
10-Year*HighHigh5 star
Overall*HighHigh5 star
 
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1 Year Daily Volatility Chart (annualised)
  • Guinness Global Innovators Fund Y EUR ACC
  • Morningstar Gbl Growth TME NR USD
%
Volatility Measurements30/09/2024
 
3-Yr Std Dev16.26 %
3-Yr Mean Return10.73 %
 
3-Yr Sharpe Ratio0.43
 
Modern Portfolio Statistics30/09/202430/09/2024
 Standard IndexBest Fit Index
 Morningstar Gbl Growth TME NR USD  DJ Islamic World TR USD
3-Yr Beta1.101.16
3-Yr Alpha2.821.39
 
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* This share class has performance data calculated prior to the inception date, 2014-10-31. This is based upon a simulated/extended track record, using the track record of Guinness Atkinson™ Global Inntrs Inv (ISIN: US4020313064), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
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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