Absolute Insight Fund Class A

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Morningstar Rating™(Relative to Category)30/06/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageLow2 star
5-YearBelow AverageBelow Average2 star
10-YearAverageBelow Average3 star
OverallAverageBelow Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Absolute Insight Fund Class A
  • Morningstar UK Cau Tgt Alloc NR GBP
%
Volatility Measurements31/07/2021
 
3-Yr Std Dev4.09 %
3-Yr Mean Return-1.21 %
 
3-Yr Sharpe Ratio-0.40
 
Modern Portfolio Statistics31/07/202131/07/2021
 Standard IndexBest Fit Index
 Morningstar UK Cau Tgt Alloc NR GBP  Red Rocks Gbl Listed Private Eqty TR USD
3-Yr Beta0.590.16
3-Yr Alpha-3.84-3.96
 
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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)

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