Artemis Monthly Distribution Fund I Acc

Morningstar Rating™(Relative to Category)30/09/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAbove Average2 star
5-YearAbove AverageAbove Average3 star
10-Year--Not Rated
OverallAverageAbove Average3 star
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1 Year Daily Volatility Chart (annualised)
  • Artemis Monthly Distribution Fund I Acc
  • Morningstar UK Moderate
Volatility Measurements30/09/2020
3-Yr Std Dev10.94 %
3-Yr Mean Return0.84 %
3-Yr Sharpe Ratio0.03
Modern Portfolio Statistics30/09/202030/09/2020
 Standard IndexBest Fit Index
 Morningstar UK Moderate  Red Rocks Gbl Listed Private Eqty TR EUR
3-Yr Beta1.380.49
3-Yr Alpha-5.33-2.34
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(

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