Premier Miton Strategic Monthly Income Bond C accumulation

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Morningstar Rating™(Relative to Category)30/11/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageBelow Average4 star
5-Year--Not Rated
10-Year--Not Rated
OverallAbove AverageBelow Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Premier Miton Strategic Monthly Income Bond C accumulation
  • Morningstar Gbl Core Bd GR Hdg GBP
%
Volatility Measurements30/11/2024
 
3-Yr Std Dev3.93 %
3-Yr Mean Return2.40 %
 
3-Yr Sharpe Ratio-0.31
 
Modern Portfolio Statistics30/11/202430/11/2024
 Standard IndexBest Fit Index
 Morningstar Gbl Core Bd GR Hdg GBP  Morningstar DM Eur Real Est NR EUR
3-Yr Beta0.320.13
3-Yr Alpha0.570.22
 
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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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