ASI UK High Income Equity Fund Platform 1 Accumulation

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Morningstar Rating™(Relative to Category)31/05/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAbove Average2 star
5-YearBelow AverageAbove Average2 star
10-Year*Below AverageAbove Average2 star
Overall*Below AverageAbove Average2 star
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1 Year Daily Volatility Chart (annualised)
  • ASI UK High Income Equity Fund Platform 1 Accumulation
Volatility Measurements31/05/2021
3-Yr Std Dev21.14 %
3-Yr Mean Return0.00 %
3-Yr Sharpe Ratio-0.02
Modern Portfolio Statistics31/05/202131/05/2021
 Standard IndexBest Fit Index
3-Yr Beta1.261.26
3-Yr Alpha-3.94-3.94
* This share class has performance data calculated prior to the inception date, 2012-05-17. This is based upon a simulated/extended track record, using the track record of ASI UK High Income Equity R Acc (ISIN: GB0004330931), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
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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