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7IM Real Return Fund D Acc

Morningstar Rating™(Relative to Category)30/11/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageLow2 star
5-YearAverageAverage3 star
10-Year--Not Rated
OverallAverageBelow Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • 7IM Real Return Fund D Acc
  • Morningstar UK Moderate
%
Volatility Measurements30/11/2019
 
3-Yr Std Dev2.55 %
3-Yr Mean Return2.84 %
 
3-Yr Sharpe Ratio0.89
 
Modern Portfolio Statistics30/11/201930/11/2019
 Standard IndexBest Fit Index
 Morningstar UK Moderate  MSCI France Small Cap NR USD
3-Yr Beta0.280.13
3-Yr Alpha0.381.39
 
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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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