Muzinich Global Tactical Credit Fund Hedged GBP Accumulation H Units

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Morningstar Rating™(Relative to Category)31/10/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearAverageAverage3 star
10-Year--Not Rated
OverallAverageAverage3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Muzinich Global Tactical Credit Fund Hedged GBP Accumulation H Units
  • Morningstar Gbl Core Bd GR Hdg GBP
%
Volatility Measurements31/10/2024
 
3-Yr Std Dev5.51 %
3-Yr Mean Return0.07 %
 
3-Yr Sharpe Ratio-0.62
 
Modern Portfolio Statistics31/10/202431/10/2024
 Standard IndexBest Fit Index
 Morningstar Gbl Core Bd GR Hdg GBP  Morningstar Gbl Corp Bd GR Hdg GBP
3-Yr Beta0.840.64
3-Yr Alpha1.090.04
 
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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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