ASI Europe ex UK Ethical Equity Fund Institutional Accumulation

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Morningstar Rating™(Relative to Category)31/10/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage4 star
5-YearAbove AverageAbove Average4 star
10-YearAbove AverageAbove Average4 star
OverallAbove AverageAbove Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • ASI Europe ex UK Ethical Equity Fund Institutional Accumulation
  • MSCI Europe Ex UK NR EUR
%
Volatility Measurements30/11/2021
 
3-Yr Std Dev16.33 %
3-Yr Mean Return17.82 %
 
3-Yr Sharpe Ratio0.99
 
Modern Portfolio Statistics30/11/202130/11/2021
 Standard IndexBest Fit Index
 MSCI Europe Ex UK NR EUR  MSCI Europe ex UK Small Cap NR EUR
3-Yr Beta1.000.83
3-Yr Alpha4.553.29
 
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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)