Premier Miton Multi-Asset Distribution C accumulation

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Morningstar Rating™(Relative to Category)30/04/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageHigh2 star
5-YearAverageHigh3 star
10-Year*HighHigh4 star
Overall*Above AverageHigh3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Premier Miton Multi-Asset Distribution C accumulation
  • Morningstar UK Mod Tgt Alloc NR GBP
%
Volatility Measurements30/04/2022
 
3-Yr Std Dev13.19 %
3-Yr Mean Return4.03 %
 
3-Yr Sharpe Ratio0.28
 
Modern Portfolio Statistics30/04/202230/04/2022
 Standard IndexBest Fit Index
 Morningstar UK Mod Tgt Alloc NR GBP  FTSE 250 Ex Investment Trust TR GBP
3-Yr Beta1.520.56
3-Yr Alpha-2.480.82
 
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* This share class has performance data calculated prior to the inception date, 2015-02-02. This is based upon a simulated/extended track record, using the track record of Premier Miton Multi-Asset Dist A acc (ISIN: GB0031107799), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
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)