Atlantic House Defined Returns B Acc EUR Hedged

Register to Unlock Ratings
Morningstar Rating™(Relative to Category)-
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-Year--Not Rated
5-Year--Not Rated
10-Year--Not Rated
Overall--Not Rated
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • Atlantic House Defined Returns B Acc EUR Hedged
%
Volatility Measurements30/09/2021
 
3-Yr Std Dev11.58 %
3-Yr Mean Return4.83 %
 
3-Yr Sharpe Ratio0.37
 
Modern Portfolio Statistics-30/09/2021
 Standard IndexBest Fit Index
   Cat 25%Barclays Eu Agg&75%FTSE AW Dv Eur
3-Yr Beta-0.93
3-Yr Alpha--1.52
 
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)