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Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowAbove Average1 star
5-YearBelow AverageAbove Average2 star
10-YearAbove AverageAbove Average4 star
OverallAverageAbove Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Premier Miton Multi-Asset Growth & Income A income
  • Morningstar UK Mod Adv Tgt Alloc NR GBP
%
Volatility Measurements30/09/2021
 
3-Yr Std Dev13.93 %
3-Yr Mean Return4.47 %
 
3-Yr Sharpe Ratio0.28
 
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 Morningstar UK Mod Adv Tgt Alloc NR GBP  Red Rocks Gbl Listed Private Eqty TR USD
3-Yr Beta1.240.59
3-Yr Alpha-4.23-4.90
 
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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)