Fidelity Index UK P GBP Income

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Morningstar Rating™(Relative to Category)31/10/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage4 star
5-YearAbove AverageAverage4 star
10-Year--Not Rated
OverallAbove AverageAverage4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Fidelity Index UK P GBP Income
  • FTSE AllSh TR GBP
%
Volatility Measurements30/11/2021
 
3-Yr Std Dev16.58 %
3-Yr Mean Return6.69 %
 
3-Yr Sharpe Ratio0.37
 
Modern Portfolio Statistics30/11/202130/11/2021
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  FTSE AllSh TR GBP
3-Yr Beta1.031.03
3-Yr Alpha-0.17-0.17
 
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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)