VT Plain English Finance Funds ICVC - VT PEF Global Multi-asset Fund A GBP Accumulation

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Morningstar Rating™(Relative to Category)31/10/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageLow3 star
5-YearBelow AverageLow2 star
10-Year--Not Rated
OverallBelow AverageLow2 star
 
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1 Year Daily Volatility Chart (annualised)
  • VT Plain English Finance Funds ICVC - VT PEF Global Multi-asset Fund A GBP Accumulation
  • Morningstar UK Mod Tgt Alloc NR GBP
%
Volatility Measurements31/10/2024
 
3-Yr Std Dev3.65 %
3-Yr Mean Return1.33 %
 
3-Yr Sharpe Ratio-0.58
 
Modern Portfolio Statistics31/10/202431/10/2024
 Standard IndexBest Fit Index
 Morningstar UK Mod Tgt Alloc NR GBP  MSCI Australia NR USD
3-Yr Beta0.290.15
3-Yr Alpha-1.86-2.72
 
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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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