7IM AAP Moderately Cautious Fund S Inc

Morningstar Rating™(Relative to Category)31/03/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageBelow Average3 star
5-YearBelow AverageBelow Average2 star
10-Year--Not Rated
OverallBelow AverageBelow Average2 star
 
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1 Year Daily Volatility Chart (annualised)
  • 7IM AAP Moderately Cautious Fund S Inc
  • Morningstar UK Moderately Cautious
%
Volatility Measurements31/03/2020
 
3-Yr Std Dev4.87 %
3-Yr Mean Return-0.67 %
 
3-Yr Sharpe Ratio-0.26
 
Modern Portfolio Statistics31/03/202031/03/2020
 Standard IndexBest Fit Index
 Morningstar UK Moderately Cautious  Red Rocks Gbl Listed Private Eqty TR EUR
3-Yr Beta0.670.24
3-Yr Alpha-2.72-0.88
 
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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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