ASI UK Opprtunities Equity Fund Platform 1 Accumulation

Morningstar Rating™(Relative to Category)31/07/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage4 star
5-YearAverageAverage3 star
10-Year*Below AverageHigh1 star
Overall*AverageAbove Average2 star
 
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1 Year Daily Volatility Chart (annualised)
  • ASI UK Opprtunities Equity Fund Platform 1 Accumulation
  • FTSE Small Cap Ex Invest Trust TR GBP
%
Volatility Measurements31/07/2020
 
3-Yr Std Dev21.64 %
3-Yr Mean Return5.94 %
 
3-Yr Sharpe Ratio0.24
 
Modern Portfolio Statistics31/07/202031/07/2020
 Standard IndexBest Fit Index
 FTSE Small Cap Ex Invest Trust TR GBP  MSCI UK Small Cap NR USD
3-Yr Beta0.951.01
3-Yr Alpha10.506.69
 
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* This share class has performance data calculated prior to the inception date, 2012-05-25. This is based upon a simulated/extended track record, using the track record of ASI UK Opportunities Equity R Acc (ISIN: GB0032094392), 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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