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BlackRock Strategic Funds - Managed Index Portfolios Defensive D2 USD Hedged

Morningstar Rating™(Relative to Category)30/11/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighBelow Average5 star
5-Year--Not Rated
10-Year--Not Rated
OverallHighBelow Average5 star
 
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1 Year Daily Volatility Chart (annualised)
  • BlackRock Strategic Funds - Managed Index Portfolios Defensive D2 USD Hedged
  • Cat 75%Barclays US Agg TR&25%FTSE Wld TR
%
Volatility Measurements30/11/2019
 
3-Yr Std Dev8.06 %
3-Yr Mean Return5.21 %
 
3-Yr Sharpe Ratio0.57
 
Modern Portfolio Statistics30/11/201930/11/2019
 Standard IndexBest Fit Index
 Cat 75%Barclays US Agg TR&25%FTSE Wld TR  Cat 75%Barclays US Agg TR&25%FTSE Wld TR
3-Yr Beta0.810.81
3-Yr Alpha0.640.64
 
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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)

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