1OAK Multi Asset 80 UCITS Fund A USD Hedged Acc

Register to Unlock Ratings
Morningstar Rating™(Relative to Category)31/10/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAbove Average3 star
5-Year--Not Rated
10-Year--Not Rated
OverallAbove AverageAbove Average3 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • 1OAK Multi Asset 80 UCITS Fund A USD Hedged Acc
  • Morningstar EAA USD Agg Tgt Alloc NR USD
%
Volatility Measurements31/10/2024
 
3-Yr Std Dev8.70 %
3-Yr Mean Return5.54 %
 
3-Yr Sharpe Ratio0.23
 
Modern Portfolio Statistics31/10/202431/10/2024
 Standard IndexBest Fit Index
 Morningstar EAA USD Agg Tgt Alloc NR USD  MSCI ACWI NR USD
3-Yr Beta0.930.81
3-Yr Alpha-1.24-2.40
 
Advertisement
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)
© Copyright 2024 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Modern Slavery Statement        Cookie Settings        Disclosures