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

AXA Sterling Index Linked Bond Fund A Gross Accumulation

Morningstar Rating™(Relative to Category)31/10/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAbove Average3 star
5-YearAbove AverageAbove Average3 star
10-Year--Not Rated
OverallAbove AverageAbove Average3 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • AXA Sterling Index Linked Bond Fund A Gross Accumulation
  • BBgBarc Gbl Infl Linked UK TR GBP
%
Volatility Measurements31/10/2019
 
3-Yr Std Dev11.79 %
3-Yr Mean Return3.55 %
 
3-Yr Sharpe Ratio0.25
 
Modern Portfolio Statistics31/10/201931/10/2019
 Standard IndexBest Fit Index
 BBgBarc Gbl Infl Linked UK TR GBP  BBgBarc Gbl Infl Linked UK TR GBP
3-Yr Beta1.101.10
3-Yr Alpha-0.66-0.66
 
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