ASI UK Mid-Cap Equity Fund A Inc

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Morningstar Rating™(Relative to Category)31/05/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAverage2 star
5-YearAverageAverage3 star
10-YearBelow AverageAverage2 star
OverallBelow AverageAverage2 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 Measurements30/06/2022
 
3-Yr Std Dev22.10 %
3-Yr Mean Return-1.84 %
 
3-Yr Sharpe Ratio-0.10
 
Modern Portfolio Statistics30/06/202230/06/2022
 Standard IndexBest Fit Index
 FTSE 250 Ex Investment Trust TR GBP  MSCI Nordic Countries Small Cap NR USD
3-Yr Beta0.850.82
3-Yr Alpha-3.99-9.34
 
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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)