Atlantic House Defined Returns Fund I Inc GBP

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Morningstar Rating™(Relative to Category)-
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-Year--Not Rated
5-Year--Not Rated
10-Year--Not Rated
Overall--Not Rated
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1 Year Daily Volatility Chart (annualised)
  • Atlantic House Defined Returns Fund I Inc GBP
Volatility Measurements31/08/2021
3-Yr Std Dev12.75 %
3-Yr Mean Return7.51 %
3-Yr Sharpe Ratio0.54
Modern Portfolio Statistics-31/08/2021
 Standard IndexBest Fit Index
3-Yr Beta-0.83
3-Yr Alpha-3.41
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(
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