ASI Global Absolute Return Strategies Fund Retail Accumulation

Register to Unlock Ratings
Morningstar Rating™(Relative to Category)31/12/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageBelow Average3 star
5-YearBelow AverageBelow Average2 star
10-YearBelow AverageAverage2 star
OverallBelow AverageAverage2 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • ASI Global Absolute Return Strategies Fund Retail Accumulation
  • Morningstar UK Cau Tgt Alloc NR GBP
%
Volatility Measurements31/12/2021
 
3-Yr Std Dev4.51 %
3-Yr Mean Return3.72 %
 
3-Yr Sharpe Ratio0.74
 
Modern Portfolio Statistics31/12/202131/12/2021
 Standard IndexBest Fit Index
 Morningstar UK Cau Tgt Alloc NR GBP  Morningstar Finland NR EUR
3-Yr Beta0.520.18
3-Yr Alpha1.320.92
 
Advertisement
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)