M&G (Lux) Optimal Income Fund CHF A-H AccRegister to Unlock Ratings |
Morningstar Rating™(Relative to Category) | 30/09/2024 | ||||||||||||||||||||
| |||||||||||||||||||||
Category : CHF Cautious Allocation | Click here to see our Methodology |
1 Year Daily Volatility Chart (annualised) | |
| |
% |
Volatility Measurements | 30/09/2024 | ||||||||||
| |||||||||||
Modern Portfolio Statistics | 30/09/2024 | 30/09/2024 |
Standard Index | Best Fit Index | |
Cat 75%Citi SwissGBI&25%MSCI Wld Free NR | Morningstar Gbl Corp Bd GR Hdg CHF | |
3-Yr Beta | 0.77 | 0.99 |
3-Yr Alpha | -2.70 | 2.38 |
Advertisement |