Fidelity UK Select

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Morningstar Rating™(Relative to Category)31/10/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAverage2 star
5-YearBelow AverageAbove Average2 star
10-YearAbove AverageAbove Average3 star
OverallAverageAbove Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Fidelity UK Select
  • Morningstar UK All Cap TME NR GBP
%
Volatility Measurements31/10/2024
 
3-Yr Std Dev11.66 %
3-Yr Mean Return3.68 %
 
3-Yr Sharpe Ratio0.02
 
Modern Portfolio Statistics31/10/202431/10/2024
 Standard IndexBest Fit Index
 Morningstar UK All Cap TME NR GBP  Morningstar UK SMID Cap TME NR GBP
3-Yr Beta0.920.63
3-Yr Alpha-3.011.76
 
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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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