ASI Sterling Inflation-Linked Bond Fund K Acc

Morningstar Rating™(Relative to Category)30/11/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAbove Average3 star
5-Year--Not Rated
10-Year--Not Rated
OverallAverageAbove Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • ASI Sterling Inflation-Linked Bond Fund K Acc
  • BBgBarc Gbl Infl Linked UK TR GBP
%
Volatility Measurements30/11/2019
 
3-Yr Std Dev11.58 %
3-Yr Mean Return4.71 %
 
3-Yr Sharpe Ratio0.35
 
Modern Portfolio Statistics30/11/201930/11/2019
 Standard IndexBest Fit Index
 BBgBarc Gbl Infl Linked UK TR GBP  BBgBarc Gbl Infl Linked UK TR GBP
3-Yr Beta1.151.15
3-Yr Alpha-1.05-1.05
 
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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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