LSE - Delayed Quote GBp
BMO Global Equity Fund 4 Inc (0P000021FJ.L)
137.70
0.00
(0.00%)
As of May 24 at 9:00:00 PM GMT+1. Market Open.
Fund Summary
The Fund aims to achieve medium to long-term capital growth, with some income. The Fund invests primarily in equities of companies which may be listed, quoted or traded anywhere in the world. The Fund generally invests in large companies and on the worldâs main markets but may, at the investment managerâs discretion, also invest in smaller or medium sized companies and on smaller markets. The Fund may be invested in any industry sector and in any country.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 29.38% |
| Worst 1Y Total Return | -24.87% |
| Number of Years Up | 15 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 6 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.95 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| 0P000021FJ.L | Category Average | 0P000021FJ.L | Category Average | 0P000021FJ.L | Category Average | |
| Alpha | -2.3 | -0.03 | -1.45 | -0.03 | 0.84 | -0.02 |
| BETA | 0.95 | 0.01 | 0.97 | 0.01 | 1.01 | 0.01 |
| Mean Annual Return | 0.94 | 0 | 1.02 | 0.01 | 0.9 | 0 |
| R-squared | 94.39 | 0.86 | 92.34 | 0.88 | 88.41 | 0.91 |
| Standard Deviation | 17.63 | 0.12 | 14.65 | 0.12 | 15.16 | 0.18 |
| Sharpe Ratio | 0.56 | 0 | 0.75 | 0.01 | 0.67 | 0 |
| Treynor Ratio | 9.26 | 0.03 | 10.94 | 0.06 | 9.31 | 0.02 |
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