Amundi IS FTSE EPRA NAREIT Global AE-C

Morningstar Rating™(Relative to Category)30/04/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearBelow AverageAverage2 star
10-Year--Not Rated
OverallBelow AverageAverage2 star
 
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Volatility Measurements30/04/2024
 
3-Yr Std Dev16.84 %
3-Yr Mean Return-0.13 %
 
3-Yr Sharpe Ratio-0.08
 
Modern Portfolio Statistics30/04/202430/04/2024
 Standard IndexBest Fit Index
 Morningstar Gbl Real Est TME NR USD  FTSE EPRA Nareit Global TR USD
3-Yr Beta1.001.03
3-Yr Alpha0.35-0.15
 
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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)
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