Marlborough UK Micro Cap Growth P Acc (FUND:B8F8YX5) - Fund price

Fund Report

Marlborough UK Micro-Cap Growth Fund Class P Acc

Morningstar Rating™ (Relative to Category) 31/05/2021
 Morningstar ReturnMorningstar Risk (Rel to Cat)Morningstar Rating™
Category: UK Small-Cap EquityClick here to see our Methodology
3-YearAbove AverageAbove Average4 Stars
5-YearHighAbove Average4 Stars
10-YearHighAverage5 Stars
OverallHighAbove Average5 Stars
Modern Portfolio Statistics 31/05/2021
 Standard Index
FTSE Small Cap Ex Investment Trust TR GBP
Best Fit Index
3-Yr R-Squared79.8084.20
3-Yr Beta0.881.01
3-Yr Alpha7.0910.38
Return/Risk Analysis 31/05/2021
Risk Measurement1 Year3 Years5 Years
Standard Deviation15.3923.6919.78
3-Yr Mean Return64.0818.8721.36
Sharpe Ratio3.280.710.96
Sortino Ratio---
Positive Months112745
Negative Months1915
Worst Month-1.47-23.95-23.95
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