PBFI Dynamic Multi-Ast (USD) C Acc USD

Morningstar Rating™(Relative to Category)-
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-Year--Not Rated
5-Year--Not Rated
10-Year--Not Rated
Overall--Not Rated
 
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Volatility Measurements30/11/2024
 
3-Yr Std Dev6.37 %
3-Yr Mean Return3.90 %
 
3-Yr Sharpe Ratio0.27
 
Modern Portfolio Statistics-30/11/2024
 Standard IndexBest Fit Index
   Morningstar EAA USD Mod Tgt Alloc NR USD
3-Yr Beta-0.54
3-Yr Alpha--2.40
 
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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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