AXA Framlington Monthly Income Fund Z GBP Inc

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Morningstar Rating™(Relative to Category)31/07/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage4 star
5-YearAbove AverageAverage4 star
10-YearHighAverage5 star
Overall*HighAverage5 star
 
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1 Year Daily Volatility Chart (annualised)
  • AXA Framlington Monthly Income Fund Z GBP Inc
  • FTSE AllSh TR GBP
%
Volatility Measurements31/07/2022
 
3-Yr Std Dev19.21 %
3-Yr Mean Return6.80 %
 
3-Yr Sharpe Ratio0.33
 
Modern Portfolio Statistics31/07/202231/07/2022
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  FTSE Small Cap Ex Invest Trust TR GBP
3-Yr Beta1.140.75
3-Yr Alpha1.58-2.41
 
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* This share class has performance data calculated prior to the inception date, 2012-04-16. This is based upon a simulated/extended track record, using the track record of AXA Framlington Monthly Income R GBP Inc (ISIN: GB0003500286), 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)