Welcome to the new morningstar.co.uk! Learn more about the changes and how our new features help your investing success.

7IM AAP Moderately Cautious Fund S Inc

Morningstar Rating™(Relative to Category)30/11/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAverage2 star
5-YearBelow AverageAverage2 star
10-Year--Not Rated
OverallBelow AverageAverage2 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • 7IM AAP Moderately Cautious Fund S Inc
  • Morningstar UK Moderately Cautious
%
Volatility Measurements30/11/2019
 
3-Yr Std Dev3.40 %
3-Yr Mean Return2.19 %
 
3-Yr Sharpe Ratio0.48
 
Modern Portfolio Statistics30/11/201930/11/2019
 Standard IndexBest Fit Index
 Morningstar UK Moderately Cautious  Cat 25%Barclays StlAgg TR&75%FTSE Wld TR
3-Yr Beta0.410.41
3-Yr Alpha-0.64-2.05
 
Advertisement
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)

Audience Confirmation


By clicking 'accept' I acknowledge that this website uses cookies and other technologies to tailor my experience and understand how I and other visitors use our site. See 'Cookie Consent' for more detail.

  • Other Morningstar Websites