ASI High Yield Bond Fund Institutional "S" Accumulation

Morningstar Rating™(Relative to Category)30/04/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage4 star
5-YearAbove AverageAverage4 star
10-Year--Not Rated
OverallAbove AverageAverage4 star
 
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1 Year Daily Volatility Chart (annualised)
  • ASI High Yield Bond Fund Institutional "S" Accumulation
  • ICE BofA Sterling HY TR GBP
%
Volatility Measurements30/04/2020
 
3-Yr Std Dev9.18 %
3-Yr Mean Return1.56 %
 
3-Yr Sharpe Ratio0.11
 
Modern Portfolio Statistics30/04/202030/04/2020
 Standard IndexBest Fit Index
 ICE BofA Sterling HY TR GBP  ICE BofA Sterling HY TR GBP
3-Yr Beta1.021.02
3-Yr Alpha-0.25-0.25
 
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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)

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