ASI High Yield Bond Fund Platform 1 Income

Morningstar Rating™(Relative to Category)31/05/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage4 star
5-YearAverageAverage4 star
10-Year*AverageAverage3 star
Overall*AverageAverage4 star
 
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1 Year Daily Volatility Chart (annualised)
  • ASI High Yield Bond Fund Platform 1 Income
  • ICE BofA Sterling HY TR GBP
%
Volatility Measurements30/06/2020
 
3-Yr Std Dev9.34 %
3-Yr Mean Return2.40 %
 
3-Yr Sharpe Ratio0.19
 
Modern Portfolio Statistics30/06/202030/06/2020
 Standard IndexBest Fit Index
 ICE BofA Sterling HY TR GBP  ICE BofA Sterling HY TR USD
3-Yr Beta1.001.00
3-Yr Alpha-1.00-1.00
 
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* This share class has performance data calculated prior to the inception date, 2012-05-22. This is based upon a simulated/extended track record, using the track record of ASI High Yield Bond R Inc (ISIN: GB0000937093), 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(https://www.morningstar.com/research/signature)

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