ASI Global Smaller Companies Fund Retail-Acc-GBP-Unhedged

Morningstar Rating™(Relative to Category)31/07/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighHigh5 star
5-YearHighHigh5 star
10-Year--Not Rated
OverallHighHigh5 star
 
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1 Year Daily Volatility Chart (annualised)
  • ASI Global Smaller Companies Fund Retail-Acc-GBP-Unhedged
  • MSCI ACWI Small NR USD
%
Volatility Measurements31/07/2019
 
3-Yr Std Dev15.08 %
3-Yr Mean Return18.48 %
 
3-Yr Sharpe Ratio1.10
 
Modern Portfolio Statistics31/07/201931/07/2019
 Standard IndexBest Fit Index
 MSCI ACWI Small NR USD  MSCI World Free Growth NR USD
3-Yr Beta1.211.25
3-Yr Alpha4.45-1.10
 
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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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