7IM AAP Moderately Cautious Fund A Inc

Morningstar Rating™(Relative to Category)31/08/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAverage2 star
5-YearBelow AverageBelow Average2 star
10-YearAverageAverage3 star
OverallAverageAverage3 star
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1 Year Daily Volatility Chart (annualised)
  • 7IM AAP Moderately Cautious Fund A Inc
  • Morningstar UK Moderately Cautious
Volatility Measurements31/08/2020
3-Yr Std Dev5.79 %
3-Yr Mean Return1.26 %
3-Yr Sharpe Ratio0.12
Modern Portfolio Statistics31/08/202031/08/2020
 Standard IndexBest Fit Index
 Morningstar UK Moderately Cautious  Cat 60%FTSE Wld TR&40%Barclays StlAgg TR
3-Yr Beta0.800.62
3-Yr Alpha-1.62-3.37
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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