ASI Sterling Inflation-Linked Bond Fund A Inc

Morningstar Rating™(Relative to Category)31/08/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageHigh3 star
5-YearAverageAbove Average3 star
10-Year*LowAverage1 star
Overall*Below AverageAbove Average2 star
 
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1 Year Daily Volatility Chart (annualised)
  • ASI Sterling Inflation-Linked Bond Fund A Inc
  • BBgBarc Gbl Infl Linked UK TR GBP
%
Volatility Measurements31/08/2020
 
3-Yr Std Dev12.52 %
3-Yr Mean Return4.63 %
 
3-Yr Sharpe Ratio0.32
 
Modern Portfolio Statistics31/08/202031/08/2020
 Standard IndexBest Fit Index
 BBgBarc Gbl Infl Linked UK TR GBP  BBgBarc Gbl Infl Linked UK TR GBP
3-Yr Beta1.121.12
3-Yr Alpha-0.95-0.95
 
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* This share class has performance data calculated prior to the inception date, 2015-07-17. This is based upon a simulated/extended track record, using the track record of Aberdeen Sterling Index Linked Bd A Inc (ISIN: GB00B019HT31), 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)

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