7IM Real Return Fund D Acc

Morningstar Rating™(Relative to Category)31/12/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageBelow Average3 star
5-YearBelow AverageBelow Average3 star
10-Year--Not Rated
OverallBelow AverageBelow Average3 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • 7IM Real Return Fund D Acc
  • Morningstar UK Mod Tgt Alloc NR GBP
%
Volatility Measurements31/12/2020
 
3-Yr Std Dev6.68 %
3-Yr Mean Return1.99 %
 
3-Yr Sharpe Ratio0.21
 
Modern Portfolio Statistics31/12/202031/12/2020
 Standard IndexBest Fit Index
 Morningstar UK Mod Tgt Alloc NR GBP  Red Rocks Gbl Listed Private Eqty TR EUR
3-Yr Beta0.740.27
3-Yr Alpha-1.97-1.60
 
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)

Audience Confirmation


By clicking 'accept' I acknowledge that this website uses cookies and other technologies to tailor my experience and understand how I and other visitors use our site. See 'Cookie Consent' for more detail.

  • Other Morningstar Websites
© Copyright 2020 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Cookies