CIM Div Inc Fd B Ordinary Shares Acc

Morningstar Rating™(Relative to Category)31/10/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighHigh4 star
5-Year*HighHigh5 star
10-Year*HighAbove Average5 star
Overall*HighHigh5 star
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Volatility Measurements30/11/2020
3-Yr Std Dev17.58 %
3-Yr Mean Return9.07 %
3-Yr Sharpe Ratio0.52
Modern Portfolio Statistics30/11/202030/11/2020
 Standard IndexBest Fit Index
 MSCI AC Asia Pacific ex Japan HDY NR USD  Morningstar Asia Pac xJpn NR USD
3-Yr Beta1.020.98
3-Yr Alpha6.460.86
* This share class has performance data calculated prior to the inception date, 2016-07-29. This is based upon a simulated/extended track record, using the track record of CIM Invmt Fd ICAV CIM Div Inc Ord USD (ISIN: VGG2199S1083), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
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(

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