Muzinich Global Tactical Credit Fund Hedged Euro Accumulation G2 Units

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Morningstar Rating™(Relative to Category)31/10/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-Year--Not Rated
10-Year--Not Rated
OverallAverageAverage3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Muzinich Global Tactical Credit Fund Hedged Euro Accumulation G2 Units
  • Morningstar Gbl Core Bd GR Hdg EUR
%
Volatility Measurements31/10/2024
 
3-Yr Std Dev5.67 %
3-Yr Mean Return-0.90 %
 
3-Yr Sharpe Ratio-0.77
 
Modern Portfolio Statistics31/10/202431/10/2024
 Standard IndexBest Fit Index
 Morningstar Gbl Core Bd GR Hdg EUR  Morningstar Gbl Corp Bd GR Hdg EUR
3-Yr Beta0.840.64
3-Yr Alpha1.440.37
 
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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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