7IM Balanced Fund S Inc

Morningstar Rating™(Relative to Category)31/07/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearAverageAverage3 star
10-Year--Not Rated
OverallAverageAverage3 star
 
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1 Year Daily Volatility Chart (annualised)
  • 7IM Balanced Fund S Inc
  • Morningstar UK Moderate
%
Volatility Measurements31/07/2020
 
3-Yr Std Dev9.27 %
3-Yr Mean Return2.17 %
 
3-Yr Sharpe Ratio0.17
 
Modern Portfolio Statistics31/07/202031/07/2020
 Standard IndexBest Fit Index
 Morningstar UK Moderate  Red Rocks Gbl Listed Private Eqty TR USD
3-Yr Beta1.100.42
3-Yr Alpha-2.47-0.17
 
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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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