ASI High Yield Bond Fund Institutional "S" Accumulation

Morningstar Rating™(Relative to Category)31/12/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageLow3 star
5-YearAbove AverageLow4 star
10-Year--Not Rated
OverallAbove AverageLow4 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 Measurements31/12/2019
 
3-Yr Std Dev2.59 %
3-Yr Mean Return4.76 %
 
3-Yr Sharpe Ratio1.59
 
Modern Portfolio Statistics31/12/201931/12/2019
 Standard IndexBest Fit Index
 ICE BofA Sterling HY TR GBP  ICE BofAML Sterling HY TR GBP
3-Yr Beta0.800.80
3-Yr Alpha-0.44-0.44
 
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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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