Fisher Invts Instl Emerg Mkts Eq C

Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAbove Average2 star
5-Year--Not Rated
10-Year--Not Rated
OverallAverageAbove Average2 star
 
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Volatility Measurements30/09/2021
 
3-Yr Std Dev19.67 %
3-Yr Mean Return9.94 %
 
3-Yr Sharpe Ratio0.51
 
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 MSCI EM NR USD  MSCI EM NR USD
3-Yr Beta1.141.14
3-Yr Alpha-1.37-1.37
 
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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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