ASI Europe ex UK Ethical Equity Fund Retail Accumulation

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Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAbove Average4 star
5-YearAbove AverageAbove Average4 star
10-YearAverageAbove Average3 star
OverallAbove AverageAbove Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • ASI Europe ex UK Ethical Equity Fund Retail Accumulation
  • MSCI Europe Ex UK NR EUR
%
Volatility Measurements30/09/2021
 
3-Yr Std Dev17.42 %
3-Yr Mean Return13.35 %
 
3-Yr Sharpe Ratio0.70
 
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 MSCI Europe Ex UK NR EUR  MSCI Europe Ex UK Small Cap NR USD
3-Yr Beta1.040.84
3-Yr Alpha2.872.42
 
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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)