7IM AAP Income Fund A Acc

Morningstar Rating™(Relative to Category)31/08/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowAbove Average1 star
5-YearBelow AverageAbove Average2 star
10-YearBelow AverageAbove Average2 star
OverallBelow AverageAbove Average2 star
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1 Year Daily Volatility Chart (annualised)
  • 7IM AAP Income Fund A Acc
  • Morningstar UK Moderately Cautious
Volatility Measurements31/08/2020
3-Yr Std Dev8.05 %
3-Yr Mean Return-0.74 %
3-Yr Sharpe Ratio-0.16
Modern Portfolio Statistics31/08/202031/08/2020
 Standard IndexBest Fit Index
 Morningstar UK Moderately Cautious  Red Rocks Gbl Listed Private Eqty TR EUR
3-Yr Beta1.000.35
3-Yr Alpha-4.19-3.21
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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