HL Select UK Income Shares A Income

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Morningstar Rating™(Relative to Category)31/10/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageLow2 star
5-YearBelow AverageLow3 star
10-Year--Not Rated
OverallBelow AverageLow3 star
 
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1 Year Daily Volatility Chart (annualised)
  • HL Select UK Income Shares A Income
  • Morningstar UK All Cap TME NR GBP
%
Volatility Measurements31/10/2024
 
3-Yr Std Dev10.29 %
3-Yr Mean Return2.03 %
 
3-Yr Sharpe Ratio-0.13
 
Modern Portfolio Statistics31/10/202431/10/2024
 Standard IndexBest Fit Index
 Morningstar UK All Cap TME NR GBP  Morningstar UK All Cap TME NR GBP
3-Yr Beta0.840.84
3-Yr Alpha-4.35-4.35
 
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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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