BGF Global Allocation D2 GBP Hedged (FUND:B8DRW63) - Fund price

Fund Report

BlackRock Global Funds - Global Allocation Fund D2 GBP Hedged

Morningstar Rating™ (Relative to Category) 31/01/2021
 Morningstar ReturnMorningstar Risk (Rel to Cat)Morningstar Rating™
Category: GBP Moderate AllocationClick here to see our Methodology
3-YearHighAbove Average4 Stars
5-YearHighAbove Average4 Stars
10-Year--Not Rated
OverallHighAbove Average4 Stars
Modern Portfolio Statistics 31/01/2021
 Standard Index
Morningstar UK Moderate Target Allocation NR GBP
Best Fit Index
MSCI Europe Small Cap NR USD
3-Yr R-Squared71.1076.99
3-Yr Beta1.400.57
3-Yr Alpha-0.222.69
Return/Risk Analysis 31/01/2021
Risk Measurement1 Year3 Years5 Years
Standard Deviation18.9312.6810.20
3-Yr Mean Return20.066.878.99
Sharpe Ratio0.960.480.80
Sortino Ratio---
Positive Months82243
Negative Months41418
Worst Month-8.17-8.17-8.17
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