ASI Europe ex UK Ethical Equity Fund Platform 1 Accumulation

Register to Unlock Ratings
Morningstar Rating™(Relative to Category)31/08/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAbove Average4 star
5-YearAbove AverageAverage4 star
10-Year*Above AverageAbove Average4 star
Overall*Above AverageAbove Average4 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • ASI Europe ex UK Ethical Equity Fund Platform 1 Accumulation
  • MSCI Europe Ex UK NR EUR
%
Volatility Measurements31/08/2021
 
3-Yr Std Dev17.13 %
3-Yr Mean Return14.84 %
 
3-Yr Sharpe Ratio0.79
 
Modern Portfolio Statistics31/08/202131/08/2021
 Standard IndexBest Fit Index
 MSCI Europe Ex UK NR EUR  MSCI Europe Ex UK Small Cap NR USD
3-Yr Beta1.030.83
3-Yr Alpha3.203.43
 
Advertisement
* This share class has performance data calculated prior to the inception date, 2012-05-30. This is based upon a simulated/extended track record, using the track record of ASI Europe ex UK Ethical Equity R Acc (ISIN: GB00B1ZB0M68), 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)
© Copyright 2021 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Cookies       Modern Slavery Statement