abrdn MyFolio Managed III Fund Institutional Accumulation

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Morningstar Rating™(Relative to Category)30/11/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAverage2 star
5-YearAverageAverage3 star
10-YearAverageAverage3 star
OverallAverageAverage3 star
 
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1 Year Daily Volatility Chart (annualised)
  • abrdn MyFolio Managed III Fund Institutional Accumulation
  • Morningstar UK Mod Tgt Alloc NR GBP
%
Volatility Measurements30/11/2024
 
3-Yr Std Dev7.95 %
3-Yr Mean Return1.23 %
 
3-Yr Sharpe Ratio-0.29
 
Modern Portfolio Statistics30/11/202430/11/2024
 Standard IndexBest Fit Index
 Morningstar UK Mod Tgt Alloc NR GBP  Morningstar UK Mod Adv Tgt Alloc NR GBP
3-Yr Beta0.990.89
3-Yr Alpha-2.15-4.20
 
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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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