Franklin UK Smaller Companies W Acc (FUND:B7FFF70) - Fund price

Fund Report

Franklin UK Smaller Companies Fund W(acc)

Morningstar Rating™ (Relative to Category) 30/04/2020
 Morningstar ReturnMorningstar Risk (Rel to Cat)Morningstar Rating™
Category: UK Small-Cap EquityClick here to see our Methodology
3-YearAverageBelow AverageStarRatingValueLabel_3
10-YearBelow AverageAverageStarRatingValueLabel_2
Modern Portfolio Statistics 30/04/2020
 Standard Index
FTSE Small Cap Ex Investment Trust TR GBP
Best Fit Index
FTSE Small Cap Ex Invest Trust TR GBP
3-Yr R-Squared89.2889.28
3-Yr Beta0.920.92
3-Yr Alpha8.078.07
Return/Risk Analysis 30/04/2020
Risk Measurement1 Year3 Years5 Years
Standard Deviation28.4619.2017.91
3-Yr Mean Return-
Sharpe Ratio-
Sortino Ratio---
Positive Months62036
Negative Months61624
Worst Month-19.95-19.95-19.95
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