Fisher Invts Instl Emerg Mkts Eq USD

Morningstar Rating™(Relative to Category)31/12/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAbove Average3 star
5-YearAverageAbove Average3 star
10-YearAbove AverageAbove Average4 star
OverallAbove AverageAbove Average4 star
 
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Volatility Measurements31/12/2021
 
3-Yr Std Dev18.81 %
3-Yr Mean Return13.65 %
 
3-Yr Sharpe Ratio0.71
 
Modern Portfolio Statistics31/12/202131/12/2021
 Standard IndexBest Fit Index
 MSCI EM NR USD  MSCI EM NR USD
3-Yr Beta1.141.14
3-Yr Alpha-0.52-0.52
 
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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)