Partners Group Listed Investments SICAV - Listed Private Equity EUR P Acc

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Morningstar Rating™(Relative to Category)31/10/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAbove Average3 star
5-YearAverageAbove Average3 star
10-YearAbove AverageAbove Average4 star
OverallAbove AverageAbove Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Partners Group Listed Investments SICAV - Listed Private Equity EUR P Acc
  • Red Rocks Gbl Listed Private Eqty TR USD
%
Volatility Measurements31/10/2024
 
3-Yr Std Dev20.55 %
3-Yr Mean Return8.28 %
 
3-Yr Sharpe Ratio0.22
 
Modern Portfolio Statistics31/10/202431/10/2024
 Standard IndexBest Fit Index
 Red Rocks Gbl Listed Private Eqty TR USD  Morningstar PitchBook DM LPE GR USD
3-Yr Beta0.950.88
3-Yr Alpha3.41-0.55
 
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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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