JK Global Opportunities GBP Hdg Acc (FUND:BBCR2K9) - Fund price


Fund Report

JK Global Opportunities Fund GBP Hedged Acc

Morningstar Rating™ (Relative to Category) 31/10/2019
 Morningstar ReturnMorningstar Risk (Rel to Cat)Morningstar Rating™
Category: GBP Flexible AllocationClick here to see our Methodology
3-YearAbove AverageHighStarRatingValueLabel_3
5-YearAbove AverageHighStarRatingValueLabel_3
10-YearBelow AverageHighStarRatingValueLabel_2
OverallAverageHighStarRatingValueLabel_3
Modern Portfolio Statistics 31/10/2019
 Standard Index
Morningstar UK Moderate
Best Fit Index
MSCI China NR USD
3-Yr R-Squared2.9852.93
3-Yr Beta0.320.47
3-Yr Alpha3.210.87
Return/Risk Analysis 31/10/2019
Risk Measurement1 Year3 Years5 Years
Standard Deviation11.5410.8413.23
3-Yr Mean Return-0.795.456.41
Sharpe Ratio-0.130.440.43
Sortino Ratio---
Positive Months72235
Negative Months51425
Worst Month-6.92-6.92-10.87
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