Allianz UK Mid-Cap Fund Class A Shares Accumulation

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Morningstar Rating™(Relative to Category)30/06/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowAbove Average2 star
5-YearLowAbove Average1 star
10-YearAverageAverage2 star
OverallBelow AverageAbove Average2 star
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1 Year Daily Volatility Chart (annualised)
  • Allianz UK Mid-Cap Fund Class A Shares Accumulation
  • FTSE 250 Ex Investment Trust TR GBP
Volatility Measurements30/06/2021
3-Yr Std Dev25.28 %
3-Yr Mean Return6.74 %
3-Yr Sharpe Ratio0.24
Modern Portfolio Statistics30/06/202130/06/2021
 Standard IndexBest Fit Index
 FTSE 250 Ex Investment Trust TR GBP  MSCI UK Small Cap NR USD
3-Yr Beta1.081.12
3-Yr Alpha-0.09-0.44
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(

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