ASI Global Smaller Companies Fund Institutional "S" Accumulation

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Morningstar Rating™(Relative to Category)31/12/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighBelow Average5 star
5-YearHighAbove Average5 star
10-Year--Not Rated
OverallHighAverage5 star
 
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1 Year Daily Volatility Chart (annualised)
  • ASI Global Smaller Companies Fund Institutional "S" Accumulation
  • MSCI ACWI SMID NR USD
%
Volatility Measurements31/12/2021
 
3-Yr Std Dev17.48 %
3-Yr Mean Return25.35 %
 
3-Yr Sharpe Ratio1.28
 
Modern Portfolio Statistics31/12/202131/12/2021
 Standard IndexBest Fit Index
 MSCI ACWI SMID NR USD  MSCI US Mid Cap 450 GR USD
3-Yr Beta0.860.86
3-Yr Alpha8.434.27
 
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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)