7IM Balanced Fund S Inc

Morningstar Rating™(Relative to Category)31/12/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAverage2 star
5-YearBelow AverageAbove Average2 star
10-Year--Not Rated
OverallBelow AverageAbove Average2 star
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1 Year Daily Volatility Chart (annualised)
  • 7IM Balanced Fund S Inc
  • Morningstar UK Moderate
Volatility Measurements31/12/2019
3-Yr Std Dev5.39 %
3-Yr Mean Return3.10 %
3-Yr Sharpe Ratio0.47
Modern Portfolio Statistics31/12/201931/12/2019
 Standard IndexBest Fit Index
 Morningstar UK Moderate  Red Rocks Gbl Listed Private Eqty TR EUR
3-Yr Beta0.700.44
3-Yr Alpha-1.10-2.08
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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