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7IM Sustainable Balance Fund S Acc

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Morningstar Rating™(Relative to Category)31/10/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageBelow Average4 star
5-YearAbove AverageBelow Average4 star
10-Year--Not Rated
OverallAbove AverageBelow Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • 7IM Sustainable Balance Fund S Acc
  • Morningstar UK Mod Tgt Alloc NR GBP
%
Volatility Measurements30/11/2021
 
3-Yr Std Dev7.76 %
3-Yr Mean Return7.80 %
 
3-Yr Sharpe Ratio0.92
 
Modern Portfolio Statistics30/11/202130/11/2021
 Standard IndexBest Fit Index
 Morningstar UK Mod Tgt Alloc NR GBP  Cat 85%FTSE Wld TR&15%Barclays StlAgg TR
3-Yr Beta1.010.60
3-Yr Alpha-0.09-1.03
 
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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)