ASI Europe ex UK Income Equity Fund Institutional Income

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Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearBelow AverageAverage2 star
10-YearAverageBelow Average3 star
OverallAverageAverage3 star
 
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1 Year Daily Volatility Chart (annualised)
  • ASI Europe ex UK Income Equity Fund Institutional Income
  • MSCI Europe Ex UK NR EUR
%
Volatility Measurements30/09/2021
 
3-Yr Std Dev15.86 %
3-Yr Mean Return8.64 %
 
3-Yr Sharpe Ratio0.50
 
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 MSCI Europe Ex UK NR EUR  MSCI Europe Ex UK NR USD
3-Yr Beta1.011.01
3-Yr Alpha-1.06-1.06
 
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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)