Quilter Investors Ethical Eq R (GBP) Acc (FUND:B8RZ2W9) - Fund price


Fund Report

Quilter Investors Ethical Equity Fund R (GBP) Accumulation

Morningstar Rating™ (Relative to Category) 31/10/2019
 Morningstar ReturnMorningstar Risk (Rel to Cat)Morningstar Rating™
Category: Global Flex-Cap EquityClick here to see our Methodology
3-YearAverageAbove AverageStarRatingValueLabel_3
5-YearAbove AverageAbove AverageStarRatingValueLabel_3
10-YearAbove AverageAverage4 Stars
OverallAbove AverageAbove Average4 Stars
Modern Portfolio Statistics 31/10/2019
 Standard Index
MSCI ACWI NR USD
Best Fit Index
Morningstar DM NR USD
3-Yr R-Squared87.6289.08
3-Yr Beta1.201.20
3-Yr Alpha-3.89-4.29
Return/Risk Analysis 31/10/2019
Risk Measurement1 Year3 Years5 Years
Standard Deviation16.4412.1912.28
3-Yr Mean Return17.707.4411.13
Sharpe Ratio0.950.550.82
Sortino Ratio---
Positive Months82440
Negative Months41321
Worst Month-7.69-8.15-8.15
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