M&G (Lux) Optimal Income Fund CHF J-H IncRegister to Unlock Ratings |
Morningstar Rating™(Relative to Category) | 30/06/2024 | ||||||||||||||||||||
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Category : CHF Cautious Allocation | Click here to see our Methodology |
1 Year Daily Volatility Chart (annualised) | |
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Volatility Measurements | 30/06/2024 | ||||||||||
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Modern Portfolio Statistics | 30/06/2024 | 30/06/2024 |
Standard Index | Best Fit Index | |
Cat 75%Citi SwissGBI&25%MSCI Wld Free NR | Morningstar Gbl Corp Bd GR Hdg CHF | |
3-Yr Beta | 0.76 | 0.98 |
3-Yr Alpha | -2.55 | 3.41 |
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