7IM AAP Income Fund A Acc

Morningstar Rating™(Relative to Category)31/01/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageBelow Average2 star
5-YearBelow AverageAbove Average2 star
10-YearAverageAbove Average3 star
OverallAverageAbove Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • 7IM AAP Income Fund A Acc
  • Morningstar UK Moderately Cautious
%
Volatility Measurements31/01/2020
 
3-Yr Std Dev3.23 %
3-Yr Mean Return1.81 %
 
3-Yr Sharpe Ratio0.39
 
Modern Portfolio Statistics31/01/202031/01/2020
 Standard IndexBest Fit Index
 Morningstar UK Moderately Cautious  Cat 25%Barclays StlAgg TR&75%FTSE Wld TR
3-Yr Beta0.410.38
3-Yr Alpha-0.72-1.91
 
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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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