ASI UK Mid-Cap Equity Fund A Inc

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Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighLow5 star
5-YearHighLow5 star
10-YearAverageLow4 star
OverallAbove AverageLow5 star
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1 Year Daily Volatility Chart (annualised)
  • ASI UK Mid-Cap Equity Fund A Inc
  • FTSE 250 Ex Investment Trust TR GBP
Volatility Measurements30/09/2021
3-Yr Std Dev19.37 %
3-Yr Mean Return16.35 %
3-Yr Sharpe Ratio0.76
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 FTSE 250 Ex Investment Trust TR GBP  MSCI UK Small Cap NR USD
3-Yr Beta0.760.80
3-Yr Alpha8.568.63
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(