ASI Multi-Manager Balanced Managed Portfolio R Acc

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Morningstar Rating™(Relative to Category)31/05/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAverage2 star
5-YearBelow AverageAverage2 star
10-YearBelow AverageAverage2 star
OverallBelow AverageAverage2 star
 
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1 Year Daily Volatility Chart (annualised)
  • ASI Multi-Manager Balanced Managed Portfolio R Acc
  • Morningstar UK Mod Adv Tgt Alloc NR GBP
%
Volatility Measurements30/06/2022
 
3-Yr Std Dev12.23 %
3-Yr Mean Return2.66 %
 
3-Yr Sharpe Ratio0.19
 
Modern Portfolio Statistics30/06/202230/06/2022
 Standard IndexBest Fit Index
 Morningstar UK Mod Adv Tgt Alloc NR GBP  MSCI World Small Cap NR USD
3-Yr Beta1.150.64
3-Yr Alpha-1.84-2.41
 
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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)