CIM Div Inc Fd D Ordinary Shares Acc

Morningstar Rating™(Relative to Category)31/01/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighHigh5 star
5-YearHighAbove Average5 star
10-Year--Not Rated
OverallHighAbove Average5 star
 
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Volatility Measurements31/01/2024
 
3-Yr Std Dev15.38 %
3-Yr Mean Return11.25 %
 
3-Yr Sharpe Ratio0.63
 
Modern Portfolio Statistics31/01/202431/01/2024
 Standard IndexBest Fit Index
 MSCI AC Asia Pacific ex Japan HDY NR USD  Morningstar APAC Real Est GR USD
3-Yr Beta0.931.01
3-Yr Alpha2.9313.68
 
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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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