Gresham House Global Mlt-Asst EUR

Morningstar Rating™(Relative to Category)31/08/2023
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighAbove Average5 star
5-YearHighAverage5 star
10-YearAbove AverageAverage4 star
OverallHighAverage5 star
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Volatility Measurements31/08/2023
3-Yr Std Dev9.99 %
3-Yr Mean Return8.67 %
3-Yr Sharpe Ratio0.80
Modern Portfolio Statistics31/08/202331/08/2023
 Standard IndexBest Fit Index
 Morningstar EU Mod Gbl Tgt Alloc NR EUR  FTSE AllSh TR GBP
3-Yr Beta0.980.63
3-Yr Alpha4.860.32
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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