ASI Global Smaller Companies Fund Retail Accumulation

Morningstar Rating™(Relative to Category)30/06/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighAbove Average4 star
5-YearHighAbove Average5 star
10-Year--Not Rated
OverallHighAbove Average5 star
 
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1 Year Daily Volatility Chart (annualised)
  • ASI Global Smaller Companies Fund Retail Accumulation
  • MSCI ACWI Small NR USD
%
Volatility Measurements31/07/2020
 
3-Yr Std Dev19.96 %
3-Yr Mean Return10.37 %
 
3-Yr Sharpe Ratio0.47
 
Modern Portfolio Statistics31/07/202031/07/2020
 Standard IndexBest Fit Index
 MSCI ACWI Small NR USD  MSCI World Free Growth NR USD
3-Yr Beta-1.28
3-Yr Alpha--7.89
 
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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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