Barings Australia A GBP Inc

Morningstar Rating™(Relative to Category)28/02/2025
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageLow2 star
5-YearLowLow3 star
10-YearLowLow1 star
Overall*LowLow2 star
 
Click here to see our Methodology
Volatility Measurements28/02/2025
 
3-Yr Std Dev18.08 %
3-Yr Mean Return4.99 %
 
3-Yr Sharpe Ratio0.14
 
Modern Portfolio Statistics28/02/202528/02/2025
 Standard IndexBest Fit Index
 MSCI Australia NR USD  MSCI Australia NR USD
3-Yr Beta0.940.94
3-Yr Alpha-3.90-3.90
 
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This fund has performance data calculated prior to the inception date of the fund. This is based upon a simulated/extended track record 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(https://www.morningstar.com/research/signature)
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