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ASI Sterling Inflation-Linked Bond Fund Class A Inc

Morningstar Rating™(Relative to Category)31/08/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAbove Average3 star
5-Year*AverageAverage2 star
10-Year*LowAverage1 star
Overall*Below AverageAverage2 star
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1 Year Daily Volatility Chart (annualised)
  • ASI Sterling Inflation-Linked Bond Fund Class A Inc
  • BBgBarc Gbl Infl Linked UK TR GBP
Volatility Measurements31/08/2019
3-Yr Std Dev11.21 %
3-Yr Mean Return5.71 %
3-Yr Sharpe Ratio0.45
Modern Portfolio Statistics31/08/201931/08/2019
 Standard IndexBest Fit Index
 BBgBarc Gbl Infl Linked UK TR GBP  BBgBarc Gbl Infl Linked UK TR GBP
3-Yr Beta1.091.09
3-Yr Alpha-0.16-0.16
* This share class has performance data calculated prior to the inception date, 2015-07-17. This is based upon a simulated/extended track record, using the track record of Aberdeen Sterling Index Linked Bd A Inc (ISIN: GB00B019HT31), 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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