BGF Global Allocation A CHF Hedged

Morningstar Rating™(Relative to Category)31/08/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageHigh2 star
5-YearHighHigh4 star
10-YearAverageHigh3 star
OverallAverageHigh3 star
 
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Volatility Measurements31/08/2024
 
3-Yr Std Dev12.54 %
3-Yr Mean Return2.61 %
 
3-Yr Sharpe Ratio0.06
 
Modern Portfolio Statistics31/08/202431/08/2024
 Standard IndexBest Fit Index
 Cat 50%Citi SwissGBI&50%MSCI Wld Free NR  Morningstar Gbl HY Bd GR Hdg CHF
3-Yr Beta0.961.28
3-Yr Alpha-4.16-1.65
 
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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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